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Automate a self-link field when a new record is created


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Hi,

I am working on a base pulls the information to page design, that we use to run meetings. Because of the way page design works, I had to create a field that links to the same record.

What I am trying to do is to automate this part, where if a new record is created, it automatically self-links in the self-linked field.

Would that be possible?

Thanks

Ana

Best answer by TheTimeSavingCo

Ana_Lara1 wrote:

Thank you, the image you added cut, as part of the automation are you using "Update record" as the action for when the record is created?


Yeap that's right, I'm using the "Update record" action

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4 replies

TheTimeSavingCo
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Yeap, make an automation that'll trigger on record creation and place the record's ID into the linked field like so:


Forum|alt.badge.img+2
  • Author
  • New Participant
  • 3 replies
  • January 18, 2023

Thank you, the image you added cut, as part of the automation are you using "Update record" as the action for when the record is created?


TheTimeSavingCo
Forum|alt.badge.img+28
Ana_Lara1 wrote:

Thank you, the image you added cut, as part of the automation are you using "Update record" as the action for when the record is created?


Yeap that's right, I'm using the "Update record" action


Forum|alt.badge.img+2
  • Author
  • New Participant
  • 3 replies
  • January 18, 2023

awesome, it worked, thank you so much!


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