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‎Feb 20, 2025 09:22 AM
hi please help me
I select to 2 different data from Tables in an interface.
now i want those selected ones for using them in an automation by clicking a button.
1. How is what i selected connected to use it in an automation?
Where do see the reference what is selected?
2. An automation works for one table. So i have to save the 2 different datas to new table first?
3. How do i save this 2 datas from different tables to a new table?
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‎Feb 20, 2025 11:43 AM
You'll need to go to the Automations screen to create the automation, and set the Trigger as "When a button is clicked."
Then from your interface page, you can select the button and attach it to the automation you created.
You can then configure the automation from the automation page, which will. show you what data is available based on the base/interface design.
1. I'm still having a little trouble understanding the design of your interface page. Can you post a short video of what navigating on the page with the record selections looks like?
2. What do you want the automation to do? The actions you want to take will determine whether the base/interface is set up correctly to support the automation.
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‎Feb 20, 2025 01:50 PM
Thanks Kenneth,
i made a video for my case.
I think this a important knowhow when doing further auomations.
To use more than one table for an automation
Thanks
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‎Feb 20, 2025 02:32 PM
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‎Feb 20, 2025 04:10 PM
Thanks for the video that was very helpful!
If you click the "Trigger an automation" button that you created on the page, there is a pane on the right telling you which record picker source (which table, and in turn, record) the button is carrying into the automation trigger. As you've noted, only one table can be the source of an automation trigger.
The problem you've outlined is the feature request detailed on this page.
Your goal is to create a records in a junction table that have links to both of the selected records on the interface page.
There are a couple takes on how to work around the problem on that link I posted above.
Use one of those methods to make an automation that creates the junction record, then after that "Create Records" step, add the following. actions using the data from the "Create Records" step:
Find Records: Find the template record from the template table
Find Records: Find the Idea record from the idea table
Generate Prompt
Update Record in the Junction Table
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