Jun 17, 2021 10:46 AM
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?
Jun 17, 2021 10:50 AM
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:
Jun 17, 2021 12:50 PM
Thanks! That’s what I needed, thank you. It was a lot more simple then I thought it was going to be.
Jun 17, 2021 02:31 PM
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