Interface with Button

You'll need to go to the Automations screen to create the automation, and set the Trigger as "When a button is clicked."

Then from your interface page, you can select the button and attach it to the automation you created.

You can then configure the automation from the automation page, which will. show you what data is available based on the base/interface design.

1. I'm still having a little trouble understanding the design of your interface page. Can you post a short video of what navigating on the page with the record selections looks like?

2. What do you want the automation to do? The actions you want to take will determine whether the base/interface is set up correctly to support the automation.

Thanks Kenneth,
i made a video for my case.
I think this a important knowhow when doing further auomations.

To use more than one table for an automation
Thanks

https://www.youtube.com/watch?v=fx530yKR5ho

Thanks for the video that was very helpful!

If you click the "Trigger an automation" button that you created on the page, there is a pane on the right telling you which record picker source (which table, and in turn, record) the button is carrying into the automation trigger. As you've noted, only one table can be the source of an automation trigger.

The problem you've outlined is the feature request detailed on this page.

Your goal is to create a records in a junction table that have links to both of the selected records on the interface page.

There are a couple takes on how to work around the problem on that link I posted above.

Use one of those methods to make an automation that creates the junction record, then after that "Create Records" step, add the following. actions using the data from the "Create Records" step:

Find Records: Find the template record from the template table

Find Records: Find the Idea record from the idea table

Generate Prompt

Update Record in the Junction Table