Automation filtering

Question

I would like to modify a record in an app based on a trigger in another app via an automation. The problem I have is using the filters to identify the records I want to change. I want the record for the same employee in another app to be modified when I make the change. but the filter only seems to have fields that are located in the same table, so I can't look for matching fields in two different tables.

What am I doing wrong?

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Dante Tognoli
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markshnier__you · Answer

I don't &nbsp;think the cross app aspect is a factor here.&nbsp;You need to select where a field matches "the value in another record" and then click the yellow button to see the fields in the Trigger Record.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

markshnier__you · Answer

Is this a Scheduled Automation or based on a Trigger when a record changes.&nbsp;​​If it's based on a Trigger Record change then there will be a twisty to open up a Filter section.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

markshnier__you · Answer

What is the name of the App you are trying to update?------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

markshnier__you · Answer

Instead of choosingthe value in the fieldchoose&nbsp;the valueand then click the yellow oval to see the fields in the Trigger Record------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

dantetognoli · Answer

But how do I identify which record will be modified? There are two lists of employees that reside in two different apps. When I click a checkbox for a particular empoyee in one list, I want it to modify the record for only that employee in the other list. I have the trigger field identified, but the filter that defines what records will be modified only shows fields that reside in the target record. what I wanted to do was filter so that when the employee id in the trigger record was the same as the employee id in the target record, modify only that record.

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Dante Tognoli
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Automation filtering

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