Jan 29, 2021
I’m trying to set up an automation so that when a record is created in one table, it updates a record in a second. Both tables are in the same base.
Here’s the update step of the automation:
Both tables have a name field, and entries in the first table (which is being watched for new records) will have names that match records in the second table.
I think what I’m missing is what to put in the record id field of the update step - I’ve put the name field from the trigger but am getting an invalid inputs error message.
Any thoughts? I know something like this is possible with a third party automation app, but I’m keen to keep it all in one place if possible!
Edit: figured it out! I was missing a find records step.