Discussions

Expand all | Collapse all

Using Automation to autofill predecessor field with previously created task from automation

  • 1.  Using Automation to autofill predecessor field with previously created task from automation

    Posted 05-21-2019 14:44
    I have an automation trigger that when a new project is created, it automatically creates our 19 default tasks related to that job. What I would also like it to do is to autofill the predecessor field for all the tasks except the first one with the record id from the previously created task. But can't seem to figure it out. Any help would be much appreciated!


  • 2.  RE: Using Automation to autofill predecessor field with previously created task from automation

    Posted 05-30-2019 13:30
    Surprised this hasn't been answered. It should be a quick fix, but depends on how you have your app structured, Ie, where you have your default tasks housed, and how you're handling dependencies.

    If this is still unresolved, feel free to contact me directly

    Shawn M. Renn, Jr.

    Certified Quick Base Platform Developer / Sales Engineer

    440-201-6050 Ext. 307

    srenn@mcftech.com">https://d2r1vs3d9006ap.cloudfront.net/s3_images/1791303/RackMultipart20190530-38557-e9a4zb-MCF_Tech_LogoSigCombined_inline.jpg?1559223024">


  • 3.  RE: Using Automation to autofill predecessor field with previously created task from automation

    Posted 05-30-2019 14:30
    If I'm correct in understanding your situation, you may need more than one automation. One to trigger when a new project is created then another to trigger when a new task is created.


  • 4.  RE: Using Automation to autofill predecessor field with previously created task from automation

    Bronze
    Contributor
    Posted 05-31-2019 18:27
    If I recall correctly, there's been an update to automations that allow you to create new records, and populate fields with values from the trigger Record. I think that's what you're asking for.