Can't get an automation to recognise a linked record ID

[Chris_Gilbert]

Hi,

I’m hoping someone can help. My company manages projects and when a project has a formal issue, we create a Governance Ticket related to it in another Base (to ensure the underlying information is not visible to other users).
This results in a series of Syncs between Bases.

Projects sync to the Governance Base from a Projects Management Base
Governance Tickets sync back to the Projects Management Base (showing a limited View of the issue’s details.

What I can’t get to work is the update using automations of the RAG status field which lives on Projects tab on the Projects Management Base.

The scenario is that a ticket is raised which moves a project to Red status, which is a field in the Governance Base. The sync occurs and shows that a ticket relating to a Project is in Red status and if the current Project is not in Red, the automation should change the linked Project record to Red status.

However, I can’t get this to work. It’s almost as if the Automation doesn’t recognise the Airtable record identified as a match to that scenario as a “real” linked record and therefore doesn’t/can’t update it.
The reason I think this is the automation tests highlight the correct Record ID identified but don’t show it as a hyperlinked record (see screenshot).

Sorry, not the easiest to explain but hoping to get any suggested solutions!

Thanks
Chris

[Alexey_Gusev]

Hi,
I think I understand you case, but some details needed. I suppose the automation on screenshot running in Projects Management Base. You have a source table there and another table (destination of a second sync), where records returned from Gov base with additional data. What is your trigger setup, I mean what table checked for conditions to trigger?

[kuovonne · Accepted solution]

Welcome to the Airtable community!

When dealing with synced tables there are multiple record IDs to deal with. Each synced table gives its records a new record ID.

• Record ID of the original [Project] record in Projects Management Base
• Record ID of the synced [Project] record in the Governance Base

Could you be using the Record ID of the record in the Governance Base?

[Hart_Square]

Thanks for the reply. The trigger is looking at the sync’d Governance Tickets and if a ticket has a status of RED but the Project that is linked to it has a RAG Rating of Not Red, then update the linked Project record’s RAG Rating to RED.

[Chris_Gilbert]

This solved it for me! Thank you! I was referencing the wrong record ID so was going round in circles - I added a Find Records step and then picked up the right ID, then fed it into the Update step and it’s all working properly :grinning_face_with_big_eyes: