Hello,
Apologies if this has already been posted somewhere, but I'm trying to create an automation that updates a linked record field without overriding the existing data.
I have two tables:
- Table A - Contains document records
- Table B - Contains a list of role records
I have a linked record field called "Role(s)" in Table A that I'm using to associate documents to their appropriate roles from Table B.
I want to create an automation that automatically assigns certain records from Table B to the linked record field in Table A without overriding any existing data (only adding to it).
- Example: I link the "Inventory Associate" and "Production Associate" records to the Role(s) field. I want to automatically link their supervisory roles ("Inventory Supervisor" and "Production Supervisor") as well without affecting other data that may be present in that cell.
I set up a test automation with the following triggers and actions:
- Trigger: When a record matches conditions: Role(s) is any of "Production Associate"
- Action: Update record in Role(s) with "Production Supervisor"
This works, but this cell may also have other role associations (e.g., Inventory Associate), so I wouldn't want that data to be overwritten. I've also experimented with the following triggers and actions:
- Trigger: When a record matches conditions: Role(s) contains "Associate"
- Action: Update record in Role(s) with "Supervisor"
The problem with this is that the system doesn't know which supervisors to add without specifying which associate-level positions, so it would add all supervisors.
We have hundreds of these associate-level roles, so I'm trying to find a way to do this without creating separate automations/triggers/views for every rule. If there isn't a way to achieve this within the automation, perhaps there's a way I can associate the records to one another in the tables and then connect that somehow to the automation?
Thanks in advance
