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An automation creates the record, but then the linked info disappears (see screenshot)


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I've got an automation that creates new records based on content in the triggered record, but the linked info disappears after about 5 seconds and I see the attached screenshot.

A more concrete example - I've got a project record that I can add defined tasks to from a task template table. I made a button to generate new task instances for those linked tasks in that project. Those task instances have a link back to the task template record.

Initially everything works as expected, and I go to my tasks instance view and I see the new task instances that are linked back to the task template. But, after 5 seconds they disappear and I see the attached screenshot for the linked task template fields. 

Best answer by Sachin_191

Hey @bobclewell 

 

It sounds like the issue might be related to how automation handles linked records in Airtable. Based on what you're describing, here's a possible approach to troubleshooting:

  1. Airtable automations can sometimes have a slight delay when syncing linked records, especially if you have another automation or formula updating the same records. Check if any secondary automations are running after the record creation that might be clearing or overwriting the linked field.

  2.  Double-check the setup of the linked field in both the Project record and the task template table Make sure the automation isn't accidentally breaking the link after creation. You might want to try creating a slight delay or buffer between record creation and linking.

  3.  If the task instances are disappearing, it could mean another process is updating the record, possibly removing or unlinking the task template link. Look through the other automations or workflows that may be interfering.

If the issue persists, feel free to share more details or the screenshot, and I’d be happy to dive deeper into the setup to help resolve it! 

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  • October 8, 2024

What's more, the preview of the automation is correct. I think the key to solving this is understanding why would those linked values appear and then disappear. What is that screenshot indicating?


TheTimeSavingCo
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bobclewell wrote:

What's more, the preview of the automation is correct. I think the key to solving this is understanding why would those linked values appear and then disappear. What is that screenshot indicating?


Could you provide a screenshot of your automation setup as well as the relevant record revision history?


Alexey_Gusev
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bobclewell wrote:

What's more, the preview of the automation is correct. I think the key to solving this is understanding why would those linked values appear and then disappear. What is that screenshot indicating?


Hi,
Did you try to expand record and look at the revision history at the right side?


Sachin_191
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  • October 9, 2024

Hey @bobclewell 

 

It sounds like the issue might be related to how automation handles linked records in Airtable. Based on what you're describing, here's a possible approach to troubleshooting:

  1. Airtable automations can sometimes have a slight delay when syncing linked records, especially if you have another automation or formula updating the same records. Check if any secondary automations are running after the record creation that might be clearing or overwriting the linked field.

  2.  Double-check the setup of the linked field in both the Project record and the task template table Make sure the automation isn't accidentally breaking the link after creation. You might want to try creating a slight delay or buffer between record creation and linking.

  3.  If the task instances are disappearing, it could mean another process is updating the record, possibly removing or unlinking the task template link. Look through the other automations or workflows that may be interfering.

If the issue persists, feel free to share more details or the screenshot, and I’d be happy to dive deeper into the setup to help resolve it! 


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  • Author
  • New Participant
  • 2 replies
  • October 9, 2024
Sachin_191 wrote:

Hey @bobclewell 

 

It sounds like the issue might be related to how automation handles linked records in Airtable. Based on what you're describing, here's a possible approach to troubleshooting:

  1. Airtable automations can sometimes have a slight delay when syncing linked records, especially if you have another automation or formula updating the same records. Check if any secondary automations are running after the record creation that might be clearing or overwriting the linked field.

  2.  Double-check the setup of the linked field in both the Project record and the task template table Make sure the automation isn't accidentally breaking the link after creation. You might want to try creating a slight delay or buffer between record creation and linking.

  3.  If the task instances are disappearing, it could mean another process is updating the record, possibly removing or unlinking the task template link. Look through the other automations or workflows that may be interfering.

If the issue persists, feel free to share more details or the screenshot, and I’d be happy to dive deeper into the setup to help resolve it! 


Thanks @Sachin_191! Number 3 is what was happening. I had an old (and what I thought was unrelated) automation on this same project and turning it OFF resolved the issue.

I appreciate the quick response.


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