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When to use Automations vs Actions - Best Practice?

  • 1.  When to use Automations vs Actions - Best Practice?

    Posted 17 days ago
    Hello,

    I'm curious to know if there is a Best Practice regarding using Automations vs Actions to add a record to another table?

    My needs are very basic: When record is added or modified (with specific criteria) in Table A, add a record in Table B and link/write specific fields.

    I can achieve this in both Automations and Actions. The only limitation I see in Actions is that I can not set a user field manually because it will not allow Text entry. However, Automations will allow text entry to manually set the user field.

    This may be a situation where it is just preference, but I'm interested to know if there is a benefit in doing it one way or the other.

    Thanks!

    Josh

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    Josh Collins
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  • 2.  RE: When to use Automations vs Actions - Best Practice?

    Posted 17 days ago

    I suggest Automations 

    They are easier to locate than Actions as they are visible from any app or table setting. 


    Essentially,  Automations replaced Actions when they came out. 



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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
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