Automation - record matches Linked field

120 2
Showing results for 
Search instead for 
Did you mean: 


I am trying to run an automation to where when a linked record is selected from the field list, it updates the same linked record to another field automatically.


2 Replies 2

Set your Automation to run when Record is Updated, and “watch” the {Nav Item List} field.

Then add a Update Record step that copies the {Nav Item List}'s value into the {Marketing Assets} field. (the blue plus button allows you to add data from the trigger record, which is what you want to do.)

If you need this to work both ways, then set up a similar automation with the fields reversed.