I have inventory that is permanent and gets checked in and out. I have created a form that includes the status change, the inventory ID, and the name of the person who checked it out. We often check out 10+ items at one time, making them all part of 1 transaction.
The form form has a multiple select option for choosing every item they are checking out. The form data goes to a transactions table that is linked to a parent table that shows UTD inventory of all of our items at any given time.
Essentially, the process would be:
form submission → record created in transaction table → update status of selected items in the parent table
Here is the current automation I’ve been trying to work with, where it will run successfully:
And how it is running unsuccessfully:
I’m aware that the issue directly comes from AT not reading both Record IDs to update.
I do not have access to apps, only to scripts. Please help!
Hey Wendy, looks like the automation’s breaking as it’s trying to update two records at once.
With the way I’m guessing your base is set up, you’re going to need to use a script for this. If you’re not comfortable maintaining a script, we might want to consider rearranging the table / changing up the workflows a bit
If you could share a couple of screenshots of the relevant fields and tables of your base, or better yet, a read only duplicate of your base with sensitive data removed, that would be extremely helpful for anyone trying to provide advice
Hi @Adam_C , thanks for your quick reply!
Here is a screenshot of what my Parent table looks like:
Here is the form that reflects to the Transaction table:
Here is the Transaction table:
I also did create an automation that works, however even with AT’s increase in automations to 50, I may still end up with over 50 items in the future, so this may be a band-aid fix and will have to go back and be reconfigured as our inventory grows:
The updated record field input is just the record ID on the parent table.
I would have to create this automation per inventory item, which will max out at 50 automations, making in unsustainable long-term.
I’m comfortable with use/editing of scripts, but I need the jumpstart + a little explanation.
Hey Hendrik, to do this I usually have another formula field that checks if NOW() is later than the created time of the record + 5 minutes or something. This is for situations where any of the fields involved might require multiple updates (For example, when adding line items to an invoice)
In a situation where none of the fields involved require multiple updates, I use the “When record matches conditions”, and make it only trigger when all of the fields the automation needs are filled
Is this because you are in a free workspace, or a different reason? If you are in a free workspace, you can only run button scripts, not automation scripts. Also, in order to update multiple records in an automation without scripting, you typically need to run the automation once per record, and you may not have enough automation runs in a free workspace.
I have an example of a script that introduces a pause in an automation in my set of Automation Helpers in my Gumroad store.
Keep in mind that this introduces a pause, but does not include a fresh read of the values in triggering record. You may need to do a fresh read of the record (either in a script or using a “find records” action) in order to get values that have changed after the automation was triggered.
NOW() does work, but it has some drawbacks.
Hey Wendy, hm, could I confirm that the single select option you’re trying to update to already exists in the ‘Status’ field in
I usually see the error message you described when the option field I’m updating doesn’t already have the option I’m trying to update to.
For example, if you’re updating the
Status field to “In the Field”, but your
Status field does not have the option, or has the option “In the field” (lowercase F), that might be causing this error
Looks like there are more upper/lower case issues to match up.
Also the script uses an “Error” status that doesn’t exist.
Debugging issues like this is usually is easier if you have liberal use of
console.log to see what your actual values are.
Hi Wendy, @kuovonne hit the nail on the head here
The script expects the options in the
Transactions table to be of the format:
case "Checked in":
case "Checked out":
However, the options in the
Transactions table are currently in the format:
Note “in” vs “In” and “out” vs “Out”
So we should try either updating the script or updating the options in the
Transactions table, and then running the script again
The script also expects an
Error option in the
Status field of the
Traps table. I included this (and still recommend it) as, in a situation where we changed or added options to the
Status field of the
Transactions table, the script would then use said
Error option, which would alert us to the fact that something was not working as intended.
And so to fix this, we should add an
Error option to the
Status field of the