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Re: Prefill long text field

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Jason_Rogers
5 - Automation Enthusiast
5 - Automation Enthusiast

I have a team of videographers, I want to provide instructions on each record for them in long text field as rich text. I want it to auto fill every time a new record is created. How do I do this?

3 Replies 3

Add an automation triggered When record is created and use an Update record action step to fill in the field with whatever instructions are necessary.

For rich text formatting to carry over, you’ll need to type the instructions in Markdown format:

Thanks! That’s what I needed, thank you. It was a lot more simple then I thought it was going to be.

Jason_Rogers
5 - Automation Enthusiast
5 - Automation Enthusiast

Kamille_Parks’s suggestion worked like a charm. There was one hiccup I ran into when building this automation out. Make sure you put a space in-between the “” or it won’t work. I created a video showing how I did this just in case the next person looking for this answer would like a tutorial. Here is the YouTube link: https://youtu.be/iCOwWhSoGJg