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Update Single Select Field from Long Text Field Automation

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TheWayTimMoves
4 - Data Explorer
4 - Data Explorer

Hello! I am importing thousands of records from an excel sheet and there is a long text field that contains data that I would like to organize in a single select field. 

For example, a record may contain "L4_S2" in the long text and I would like to create a single select for "L4_S2" and update every record that has that condition in the long text. I'm trying to do it with automation, but I can only get it to update one specific record and not each record that has the same condition.

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TheTimeSavingCo
18 - Pluto
18 - Pluto

You mentioned you can only get it to update one specific record, and that actually sounds like you've got everything working already.  I think the issue you're facing is that automations don't run on data that currently matches the trigger, and so if you want it to run on your existing data you'll need to change up your trigger and manipulate your data a bit, e.g. add a checkbox field and make the automation trigger when it's marked

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If this is a one off, I would suggest you create a formula field that checks whether that long text field has "L4_S2" via a `FIND()`, and if it does, outputs the text "L4_S2".  After that, copy the values in that field and paste it into the single select field, which should do the same thing you're looking for without any automation runs?

As you've got different kinds of options in that single select field, you could chain "IF" statements so that your formula field basically looks exactly like your single select field, and once that's done just paste the formula field's data into the single select field

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1 Reply 1
TheTimeSavingCo
18 - Pluto
18 - Pluto

You mentioned you can only get it to update one specific record, and that actually sounds like you've got everything working already.  I think the issue you're facing is that automations don't run on data that currently matches the trigger, and so if you want it to run on your existing data you'll need to change up your trigger and manipulate your data a bit, e.g. add a checkbox field and make the automation trigger when it's marked

---
If this is a one off, I would suggest you create a formula field that checks whether that long text field has "L4_S2" via a `FIND()`, and if it does, outputs the text "L4_S2".  After that, copy the values in that field and paste it into the single select field, which should do the same thing you're looking for without any automation runs?

As you've got different kinds of options in that single select field, you could chain "IF" statements so that your formula field basically looks exactly like your single select field, and once that's done just paste the formula field's data into the single select field