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Automation Action to add Related Parent to Child Record

  • 1.  Automation Action to add Related Parent to Child Record

    Posted 14 days ago
    I have an automation that adds a parent record (Courses) when a child record (Request for New Course) has a status = Completed.
    The automation triggers and creates the Parent (Course) record, but am looking for how to set up a 2nd action to tie the Related Parent (Course) back to the Child (Request).  This will allow the embedded requests to populate on the Parent record.  I tried the following, but it does not add the Related Course to the Request.

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    Colleen Burch
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  • 2.  RE: Automation Action to add Related Parent to Child Record

    Posted 14 days ago
    np,

    When you write out the Parent record also make a field to hold the [Record ID# of the triggering child record] and of course populate it in Automation #1.  Then in Automaton #2 trigger when a Parent record is added and the field [Record ID# of the triggering child record] is populated to edit child record where the [Record ID#] matches that of [Record ID# of the triggering child record] and populate the Record ID# of the Trigger record into the [Related Parent] field.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Automation Action to add Related Parent to Child Record

    Posted 13 days ago
    Thank you for your quick response. Works perfectly!!

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    Colleen Burch
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