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Re: Update record automation issue

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alfa
5 - Automation Enthusiast
5 - Automation Enthusiast

I'm having trouble getting past the Update record in an automation:

I was able to:

- get the trigger to catch a new email in a table (pic #1)

- filter out the matching email and corresponding row (pic #2)

In the Update action, I used the Airtable record ID from the first step (pic #3). The field of interest I want to import from the donor table, for example, is What year and school did you graduate from (pic #4) but it doesn't work (pic #5) and I also dont see where in the receiving table I can choose where the donor information I want to collect to insert. 

Thanks so much!

2 Replies 2
alfa
5 - Automation Enthusiast
5 - Automation Enthusiast

So right after posting this, I saw @ScottWorld 's reply to my other post and tried to fix the above within Make using Watch Records > Search Records > Upsert a Record and I go it to work! So exciting! But still curious why I couldn't get it to work within Airtable. Any and all advice would be greatly appreciated 😉

Hmm, that error message seems to indicate a field you were trying to update has been deleted.  When trying to insert data into a field, we also need to use the field values, not the 'Insert as list' bit:

Screenshot 2025-02-10 at 10.28.17 AM.png

Here's how the automation should look:

Screenshot 2025-02-10 at 10.26.19 AM.png

And here's it working:

Screen Recording 2025-02-10 at 10.26.37 AM.gif

And I've set it up for you here

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Not sure what you're trying to do, but perhaps a lookup field that shows only their latest survey submission might work too?

Screenshot 2025-02-10 at 10.29.49 AM.png