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Jan 22, 2021 03:42 PM
Hi there, :wave:
I’m hoping someone could help me out there with an automation issue. So here it is :
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I’m recruting people. So I manually create a new record in a TABLE A. This record contains several information : email, name, contact date… I’ve also created a “single select field” called “Document received ?”. The choice is between YES or NO.
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An Airtable form is sent to the candidate. It helps me gathering datas such as : ID Card, Licence driving, email, phone number, etc… Then, the form appears in a view : in a TABLE B.
Here is the problem : When a new form is received in TABLE B, I want to automatically update the record that matches the name (or the email) of the candidate in TABLE A. So I want the field “Document received ?” to automatically turn “YES”.
PS : I’ve created a “LINK TO” field in table A and an automation that works. BUT I have to manually update the field before the automation runs. Otherwise I receive an email that alerts me about an automation error.
Do you have any ideas about how I can solve this problem ?
Thanks a lot :pray:
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Jan 23, 2021 08:50 AM
Hi Dorian,
-
Create new automation Trigger “When a record is Created” and choose in TABLE B
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Create 2 actions the first is “Find Records” and choose in TABLE A condition where “Name” contains “Record(Steup1:Trigger) … Name”
- To to step number 2 press on the settings icon in the box after contains and select dynamic input then the plus sign then Record(from step1:When a record is created) then choose Name
- Create the second action “Update Record” and choose in TABLE A, in Record ID choose Records (Step2: find records) Records List of ‘Records ID’ finally in Fields select Documents Received and type yes in the options box
Hope this does it, best of Luck
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Jan 23, 2021 08:50 AM
Hi Dorian,
-
Create new automation Trigger “When a record is Created” and choose in TABLE B
-
Create 2 actions the first is “Find Records” and choose in TABLE A condition where “Name” contains “Record(Steup1:Trigger) … Name”
- To to step number 2 press on the settings icon in the box after contains and select dynamic input then the plus sign then Record(from step1:When a record is created) then choose Name
- Create the second action “Update Record” and choose in TABLE A, in Record ID choose Records (Step2: find records) Records List of ‘Records ID’ finally in Fields select Documents Received and type yes in the options box
Hope this does it, best of Luck
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Jan 25, 2021 01:34 PM
Hi Hossam !
Thanks a lot, it works perfectly !! Huge thanks again :pray:
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Jan 25, 2021 11:32 PM
Hi Dorian,
You are more than welcomed.
Best Regards :slightly_smiling_face:
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