Jan 11, 2023 04:43 PM
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.
Solved! Go to Solution.
Jan 11, 2023 11:57 PM
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
Jan 11, 2023 11:57 PM
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
Jan 12, 2023 10:37 AM
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!!