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Automation to update linked record field

  • August 24, 2023
  • 1 reply
  • 10 views

Hi folks,

I'm having trouble with setting up an automation correctly involving 2 tables.

Table 1: Feedback, Table 2: Users.

Users (that already exist), complete a form in the Feedback table.

I want to set up an automation that finds the matching User entry to each Feedback form entry, based on their unique email.

So far, I've managed to:

1. Set up the trigger successfully (when a record is created in Feedback)
2. Add a Find records steps that matches the email (unique ID) between both tables

I am struggling with the last step of 'update record', I don't know which options are correct for Record ID and fields, I can't seem to get it right.

Thank you!




1 reply

Zack_S
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  • Inspiring
  • 95 replies
  • August 24, 2023

Hi @elizabeth_ppfl 

  1. In your screenshot -  the 'Record ID' field add the 'Airtable record ID' option that is shown in the screenshot
  2. Then select the link to users field and pass the list of airtable records from the 'Find records' data

 


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