Help

Save the date! Join us on October 16 for our Product Ops launch event. Register here.

Need help with automations | Updating a linked record field

Solved
Jump to Solution
204 2
cancel
Showing results for 
Search instead for 
Did you mean: 
Patrick_Hughes
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi all,

I've been running into an issue with an automation that I just can't seem to figure out; basically, I have one table which contains a date column (Reachout Tracking), along with a linked field to another table which contains contacts to whom I'm sending an email (Contact List).

I'm trying to set up an automation where when I update the Date Sent column, it automatically updates another date column called Date of Last Reachout in the linked table:

Patrick_Hughes_0-1726618432916.png

 

I know that something in the automation chain here is messed up, but here's the chain I have so far. It doesn't give me errors when testing but it also doesn't achieve the desired results:

Patrick_Hughes_1-1726618012621.png

Patrick_Hughes_2-1726618028066.png

Patrick_Hughes_3-1726618045066.png

Any tips for how to successfully link and have this column update automatically would be HUGELY appreciated.

Thanks!

Patrick

 

1 Solution

Accepted Solutions
TheTimeSavingCo
18 - Pluto
18 - Pluto

Looks like your Update Record action might be setup wrong.  Given that it's in a repeating group, you need to use the current item like so:

Screenshot 2024-09-18 at 9.54.53 AM.png

---
I think you could achieve the same result with a rollup field in Contact List with the formula `MAX(values)` to get the latest date though?

See Solution in Thread

2 Replies 2
TheTimeSavingCo
18 - Pluto
18 - Pluto

Looks like your Update Record action might be setup wrong.  Given that it's in a repeating group, you need to use the current item like so:

Screenshot 2024-09-18 at 9.54.53 AM.png

---
I think you could achieve the same result with a rollup field in Contact List with the formula `MAX(values)` to get the latest date though?

Patrick_Hughes
5 - Automation Enthusiast
5 - Automation Enthusiast

Thanks so much! That did the trick.

I need to keep the Date of Last Outreach field editable though, but thanks for the rollup suggestion as well.