Help

The Community will be undergoing maintenance from Friday February 21 - Friday, February 28 and will be "read only" during this time. To learn more, check out our Announcements blog post.

Update Record in One Table when New Record Added to Another Table

Topic Labels: Automations
Solved
Jump to Solution
1219 2
cancel
Showing results for 
Search instead for 
Did you mean: 
Jonathan_Gunne1
6 - Interface Innovator
6 - Interface Innovator

I have two tables that share a linked field. Example data:

Table 1:

FRUITSTATUS (single dropdown)REVIEWS (linked)
ApplesIncomplete[1] [2] [3] [4]
OrangesIncomplete 
BananasIncomplete 
AvocadosIncomplete 

Table 2: 

REVIEWDATEFRUIT (linked)OUTCOME
11-JulApplesFail
22-JulOrangesFail
33-JulApplesFail
44-JulApplesPass

The data in Table 2 is created using form.

I'm trying to update the STATUS field in Table 1 to "Complete" when a form is submitted with a passing outcome for a FRUIT. So in this case, the STATUS for the "Apples" record should have been updated to "Complete" on 4-Jul.

I've been trying this using an automation with the following settings:

Trigger: When a record is created. Table 2 is selected.

Conditional Logic group == If OUTCOME is "Pass". Within that logic group, I have an Update Record action item. Table = Table 1, Record ID = REVIEWS (the linked record), Fields = STATUS > Complete.

The trigger is able to find a record and the conditional logic is able to pass the test, but it gets caught up on the action item. I get the "Received invalid inputs" error every time.

1 Solution

Accepted Solutions
pressGO_design
10 - Mercury
10 - Mercury

If you’re using a form to get the data into Table 2, I would recommend using the trigger “when a form is submitted” instead of “when a record is created.” But that’s just me.

In any case, here’s one solution for you:

1. In Table 1, add a Record ID field for the fruit. 
2. In Table 2, add a lookup field that collects the Record ID from the linked fruit record.

3. When a form is submitted triggers the automation

4. The automation only runs if the Outcome is “Pass.”

5. The actions are

FIND the record in Table 1 where the Record ID matches the Record ID in Table 2

UPDATE the record you just found in Table 1. In the automations, you will need to pick the Record ID from the FIND part, not from the “when a record is submitted” part.

Apologies for formatting - I’m on mobile. Let me know if you need a screenshot. 

See Solution in Thread

2 Replies 2
Sho
11 - Venus
11 - Venus

Hmmm...I'm guessing.
Isn't this RecordID the record ID for Table2?
You need to get the RecordID from the FRUIT field of Table2.

pressGO_design
10 - Mercury
10 - Mercury

If you’re using a form to get the data into Table 2, I would recommend using the trigger “when a form is submitted” instead of “when a record is created.” But that’s just me.

In any case, here’s one solution for you:

1. In Table 1, add a Record ID field for the fruit. 
2. In Table 2, add a lookup field that collects the Record ID from the linked fruit record.

3. When a form is submitted triggers the automation

4. The automation only runs if the Outcome is “Pass.”

5. The actions are

FIND the record in Table 1 where the Record ID matches the Record ID in Table 2

UPDATE the record you just found in Table 1. In the automations, you will need to pick the Record ID from the FIND part, not from the “when a record is submitted” part.

Apologies for formatting - I’m on mobile. Let me know if you need a screenshot.