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‎Oct 21, 2020 09:00 AM
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!
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‎Oct 21, 2020 11:33 AM
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:
[x] This item will already be marked complete
[ ] This item will be not be marked complete
[ ] Another checklist item
[ ] Yet another item
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‎Oct 21, 2020 09:30 AM
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”?
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‎Oct 21, 2020 11:11 AM
Thanks very much Kamille -
- I want all this to occur in 1 particular field in 1 particular table;
- Automatically on new record creation
- Adds pre-defined checkbox items to that field
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‎Oct 21, 2020 11:33 AM
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:
[x] This item will already be marked complete
[ ] This item will be not be marked complete
[ ] Another checklist item
[ ] Yet another item

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‎Oct 22, 2020 01:37 AM
That is much more straightforward - thanks a lot
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‎Oct 22, 2020 09:07 AM
Glad it helped. Please go ahead and mark my previous reply as the solution to close out this topic.
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