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Re: New Task unlink to project when duplicating

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cvoith
6 - Interface Innovator
6 - Interface Innovator

Hey guys, so I have figured out how to auto create tasks when I duplicate a project. However when I duplicate a project (because I need to be duplicating theres a lot of other info that needs to carry over) the tasks linked to the original project are linked to the OG project and the new one. The new project tasks are only linked to the new project. Does anyone know how to set an automation to have the tasks from the original project not link to the new/duplicated project? I've tired "Update Record" but I honestly can't get it to work, probably because I'm new to airtable.

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TheTimeSavingCo
18 - Pluto
18 - Pluto

Creating the new tasks is done via an automation I assume?   What if, before the action that creates the new tasks and links them to the duplicated project, you add an "Update Record" action and leave the linked field for tasks blank? 

That should clear out the tasks that are currently linked, then your action to create and link the new tasks will run which should accomplish what you're looking for

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2 Replies 2
TheTimeSavingCo
18 - Pluto
18 - Pluto

Creating the new tasks is done via an automation I assume?   What if, before the action that creates the new tasks and links them to the duplicated project, you add an "Update Record" action and leave the linked field for tasks blank? 

That should clear out the tasks that are currently linked, then your action to create and link the new tasks will run which should accomplish what you're looking for

Is this the correct automation steps:

Trigger: When record is created - in Projects

Actions:
Update Record
Table: Projects
Record ID: Airtable record ID
Fields: Link to Record - Tasks
Record: Leave blank

It's working!!! Thank you so much!!