Apr 10, 2023 03:36 PM
I'm working on setting up an automation that will update a project with the team names once I approve that person using a check box.
Table 1: Team Members - contains basic info (e.g. - name, contact info)
Table 2: Projects - contains project info (e.g. - project name, team members)
Table 3: Project Sign Up
Goal: when Approve box is checked, update the list of team members of the corresponding project on Table 2.
Trigger: When a record matches conditions
Actions: Update record
The trigger seems to be working fine. It's the action I can't figure it out. Please help!
Apr 10, 2023 09:28 PM
Hmm, if I were you I'd have the following actions:
Action 1: Find record
Action 2: Update record
This way it would add the team member's name to the project instead of replacing all the existing linked team members with the new one
If you have trouble setting it up feel free to DM me an invite link to your base and I can set it up for you real quick
Apr 11, 2023 01:05 AM
Thanks for that. I got it working after I created a helper function in the sign up tab (function > Project Name).
BUT, when the update record fires, it deletes whatever was in there. So if I'm adding 5 people to a project by clicking the checkboxes, it deletes the person added from the prior box check. Is there any way around that?
Apr 12, 2023 01:37 AM
Hm, could you provide screenshots of your automation set up please? With the "Update Record" step set up the way I mentioned above, it should update the field and not replace the data that's in it I believe