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i need help with update record automation

Topic Labels: Automations
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eyalgi11
4 - Data Explorer
4 - Data Explorer

How do I update a record on a table, based on a record on another table that just got updated, it requires a record ID but the update record automation action only gives the record ID of the just updated record and not the ID of the target record

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kuovonne
18 - Pluto
18 - Pluto

You have to determine the target record using information in the triggering record. For example, if the two records are linked, you can get the record ID from the linked record field. Or if the records are not linked, but have matching info, you can do a "Find Record" action based on info in the triggering record.

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kuovonne
18 - Pluto
18 - Pluto

You have to determine the target record using information in the triggering record. For example, if the two records are linked, you can get the record ID from the linked record field. Or if the records are not linked, but have matching info, you can do a "Find Record" action based on info in the triggering record.