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

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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.