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Hi could anyone help me with the script to automatically populate a rich formatted long text field with checkboxes any time a new record is created? Haven’t been able to find anything else in the community



Thanks!

Can you be more specific?





  • A new record that is linked to this RecordWithRichText, or a new record in a particular table, or a new record in any table?


  • Is this supposed to happen automatically or manually?


  • When you say populate with checkboxes do you mean “Add pre-defined checkbox items to that field” or “fill in the checkbox next to a particular checkbox item already in the field”?



Can you be more specific?





  • A new record that is linked to this RecordWithRichText, or a new record in a particular table, or a new record in any table?


  • Is this supposed to happen automatically or manually?


  • When you say populate with checkboxes do you mean “Add pre-defined checkbox items to that field” or “fill in the checkbox next to a particular checkbox item already in the field”?



Thanks very much Kamille -





  1. I want all this to occur in 1 particular field in 1 particular table;


  2. Automatically on new record creation


  3. Adds pre-defined checkbox items to that field



Thanks very much Kamille -





  1. I want all this to occur in 1 particular field in 1 particular table;


  2. Automatically on new record creation


  3. Adds pre-defined checkbox items to that field



Okay, make an Automation that runs when a record is created in that table. Add an “update record” step that uses the record ID from the trigger record. In your rich text field add your pre-defined checkbox items like this:



tx] This item will already be marked complete

] This item will be not be marked complete

] Another checklist item

] Yet another item


That is much more straightforward - thanks a lot


Glad it helped. Please go ahead and mark my previous reply as the solution to close out this topic.


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