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How do I create multiple records from one trigger sourcing from another view?

Topic Labels: Automations Data Views
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JeffJohnVol
7 - App Architect
7 - App Architect

Hi. I've searched for a solution for this, but no luck (yet). I tried THIS but it didn't do what I needed. In the referenced example it had a single action for each task, which assumed a fixed list, and my source will vary.

I have 3 tables:

  • Application (record trigger)
  • Board Members (grid view of filtered table "Members") currently 9 records in view.
  • Member Approvals (goal is to create 9 records, 1 for each board member and has application data.

When an application record is created, it should trigger the "find records" on the board member view and create a record for each board member and include all the application data in it.  However, when I do this, it wants to create a single record and a comma delimited list of the board member data.  Do I need to do a different approach?

Jeff Johnson
President, ChattLab Makerspace
1 Reply 1
JeffJohnVol
7 - App Architect
7 - App Architect

Just to note, I think I may have found it.  Using the "repeat for each"...

 

JeffJohnVol_0-1725647761074.png

 

Jeff Johnson
President, ChattLab Makerspace