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Actions/Automations: How do I create a record in the same table as the trigger record creation?

  • 1.  Actions/Automations: How do I create a record in the same table as the trigger record creation?

    Posted 16 days ago
    I need to create a new record  when another record is manually created. The trigger record and new record are in the same table, so Actions won't allow it since it's adding a new record. When I attempt to use Automations to accomplish this, it goes into an endless record creation loop. Is there a way to automate this without creating endless records?

    Thanks!


  • 2.  RE: Actions/Automations: How do I create a record in the same table as the trigger record creation?

    Posted 16 days ago
    Well a low-tech solution is to create a checkbox field that is not visible really on any forms called [record created by automation]

    Then said your automation to only trigger when that check box field is not checked.

    But when the automation does run when a record is that it manually and creates the record then it would checkbox that field so that it would not self trigger.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 3.  RE: Actions/Automations: How do I create a record in the same table as the trigger record creation?

    Posted 15 days ago
    Low-tech works for me in this case! Thanks - it worked great!

    Matt