I have a linked field that is pulling records from our vendor database, which lives in a separate workspace. This database contains a master list of vendors, which admins update when a new vendor enters the game.
In our main working base that contains the linked field, daily users can then add vendors to a specific record if they are part of that job.
I need to check off that the vendor has been onboarded in a field next to the linked field which contains the vendors name. So I’m wondering if it’s possible to:
-when a user adds a vendor name to our linked field, could it populate a multi-select field with the vendors name as an option? even better, a checkbox field.
Solved! Go to Solution.
You could add an Automation set up like this:
Trigger: When the Record Link field is not empty (or when Record Link field is updated)
Action: Update Record and set the checkbox to checked.
If you wanted to use a multiselect field, adjust the Action to insert the value of the Link field by clicking the gear icon next to the field, click dynamic, and select the appropriate field to pull from
This is going to sound silly because it is: Add another Update Record step after that to clear the value of the field.
Otherwise you could replace the Update Record step with a script that adds the new Link Record’s name as an option to he multiselect field