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Jan 30, 2021 08:13 AM
Hello! I’ve created a simple way to track time with clients using two forms.
Basically using their mobile phone:
The agent will complete the ‘Start Time’ form to record their start time with a client. When they are done they will complete the ‘End Time’ form.
This creates two records as shown:
What I would like to automate is when the ‘End Time’ form is submitted I would like it to update the previous record with that end time. So it looks like this after the automation:
I’ve tried multiple triggers with actions but I can’t figure it out. :woozy_face:
I would be most grateful for any insights the Airtable Ninja’s could provide! :pray:
Jan 30, 2021 08:18 AM
As of last week, automations now give you the ability to search for records, so you could search for the previous record and then update it.
Jan 30, 2021 08:30 AM
Thanks @ScottWorld - this is the very reason I’m trying the automation. But I’m doing something wrong…
I think I do not understand the logic of how to access the previous record correctly.
Jan 30, 2021 08:34 AM
Here is the base if anyone wants to troubleshoot with me.
Jan 30, 2021 08:56 AM
For your trigger, you’ll probably want to use “New Record”.
For the update record step, for the Record ID field, you need to choose the Record ID from Step 2.
I would highly recommend watching the Getting Started videos, so you can learn more about automations:
Here is a 1-hour training video on Automations as well: