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!
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?
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.
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: