Im trying to update a record via a sync from another base.
Basically, I have two bases that are synced; one is with a customer and one is with my internal team.
The customer provides the project, and it syncs to my internal base for my team to begin working on it. When its updated, I have it synced back to the customer for the updated information.
I basically have a tab in the customer’s base that is our synced data; then link that information into the customers tab.
What id like to do is not have to link the information coming from us; Id rather be able to update the record based on a trigger (estimate quoted, delivery date proposed, etc…)
Is there an easy way to do this? I tried using the update record automation, but it seams to not work for adding that link to a specific project.
Thanks Alexey -
Im receiving an error “Received invalid inputs”.
Heres the series that Im hoping to accomplish -
Company x submits pricing via Company s’s base.
That is synced into Company y’s base.
I want to pull that info into a different tab in Company y’s base.
In order to do that, I need to link the record.
**Id like the automation to update the record in Company y’s working base once pricing is submitted.
IF it isnt possible to automate that, totally fine
okay, i hope i’m understand you right.
you need 3 steps
don’t forget to test each step. if step fails and you corrected, perform tests again, starting from all previous steps
3) ‘update records’ - where you should define record to update (step 1)
, field to update (set your linked field) and the most important part - value to add.
Linked field gets only “recordID” (or array of id’s for multiple links)*
like this, but your step 2 will be “Find Records”
*-airtable announced that record names (primary field value) can be used as well in automations, but i would recommend use ID at start. or try both ways
check execution history.
your step#2 may be set wrong and find more than single record
it expects a single record from you.
if you need to pass array, you should use other setting or insert scripting step in the middle, get input as “list of values”, name somehow ike “record_Ids”, and insert code
let x= input.config().record_Ids; let y;
…do smth with x to get array of IDs …=> reccrNxGPgU018,recGfXnQzWS,recCKvaFPCxn