Jul 28, 2023 11:35 AM
I want any record in the "Student ID" field to be copied into the linked "Student Names" field so that the student's name is pulled anytime an ID is entered. My automation works when I test it but nothing happens when I enter new records.
Jul 28, 2023 11:59 AM - edited Jul 28, 2023 12:00 PM
You can't use the trigger "when a record is created" because it triggers when the line is blank. You will need to use "when a record matches conditions", and make it trigger when you check a checkbox field or change a single-select field.
Jul 28, 2023 05:48 PM
Or you need to use a form to create your record so that it is created with field values at the moment of creation.
Jul 28, 2023 05:53 PM
Yes, this is the even better option!