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Re: Automation Assistance - Linked Records

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Michael_Andrew
7 - App Architect
7 - App Architect

Hi I am trying to build an automation. When a record enters a view, I want to update another table for the linked record. For example:
In Table A there is linked record to Table B. In Table A there is a field Field A. When a record enters a view in Table A, I would like to update Field B in Table B for the linked record with the data in Field A. I think I need to run a script to get the record id for the linked record because you can’t select a linked record as the Record ID in the Update Record function in an automation. I tried to just ‘Lookup’ the record ID of the linked record, but this does not seek to work either. I could use some help to get the record id of the linked record.

Thoughts/assistance?

10 Replies 10
automadien
6 - Interface Innovator
6 - Interface Innovator

Hi! I’m trying to replicate this solution but am getting a test error come back saying it has received invalid inputs. I can’t see how/why as the ID string is showing and is only linked to one record?

Thanks!
Josie