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Update Record with 'When Record Matches Condition' Trigger - record matches multiple triggers

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torrine19
4 - Data Explorer
4 - Data Explorer

I'm trying to create 4 automations that update Field B when Field A matches the conditions [both are multi-select fields].

For example, if Field A has any of Clothing/Fashion, E-Commerce/Retail/Wholesale, Entertainment & Sports, Field B should be updated to Traditional Industries. If Field A has any of DEI, Education, Government/Regulation, Field B should be updated to Service-Oriented. And so on.

However, most records in my base fall into multiple categories, and Airtable is defaulting to the first automation listed. How can I adjust my automations to allow Field B to be updated with multiple options?

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Dan_Montoya
Community Manager
Community Manager

for your specific question, in your automation you want to include the old value of field b and the new value. For example:

 

(Field B), "Service Oriented"

 

However, TimeSaving has a better approach which is use a formula to determine what the field should be then update it.  This will handle when Field A changes and it no longer qualifies as "retail oriented".

See Solution in Thread

3 Replies 3

Perhaps you could try creating a formula field that'll output the Field B value and get your automation to paste the formula field's value into Field B instead?

Dan_Montoya
Community Manager
Community Manager

for your specific question, in your automation you want to include the old value of field b and the new value. For example:

 

(Field B), "Service Oriented"

 

However, TimeSaving has a better approach which is use a formula to determine what the field should be then update it.  This will handle when Field A changes and it no longer qualifies as "retail oriented".

ScottWorld
18 - Pluto
18 - Pluto

You may also want to move the options to another table, and use a linked record field with a lookup field. When you choose a value from the linked record field, the lookup field will pull in the value you want.

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld