Sep 13, 2023 08:44 AM
Sep 14, 2023 07:57 AM - edited Sep 14, 2023 07:58 AM
Hi,
Wrong table. The trigger record located in Tasks and you are trying to update the record with the same ID in Parents, of course it not exists there
Sep 14, 2023 10:58 AM
So, subsequent actions always have to tie back to the table in the original trigger? I cannot choose to perform an action in another table? If so, why is it even an option to be able to select another table?
Sep 14, 2023 05:56 PM
Sorry, my first explanation was bad.
Record in table Tasks, which triggers the automation, has it's own id (its always recXXXXX, where XXXXX - 14 random chars). ID is not visible in usual table, you can see it in the formula RECORD_ID() or in the hyperlink when you open a single record.
I guess you want to update other record in table Patient, which linked to your trigger record.
Other record has other id, which also can be acquired from the linked field of your trigger record.
it's not visible as well, the link contains visible record name (record name is a value of it's primary field)
Instead of put 'Record ID' of trigger in step 2, you should scroll down, choose linked field, then select Display and change from Name to ID
Sep 14, 2023 06:53 PM