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Question

Automation to add a new record

  • January 15, 2021
  • 0 replies
  • 11 views
I'd like to create an automation that creates a new record in one table when a new record is created in a different table. Problem is theres a related drop down field in the new record form to search records in another table. How can I tell it to match what I want to put there exactly, and to pull that record that matches it? Its coming up with 10 different choices and it'll just pick the top one.

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Megan Hardison
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This topic has been closed for replies.

Unless you know exactly what record to connect it to (or can predict it and create a formula to determine the correct value), you'll need to do this in Pipelines, rather than an Automation. Automations doesn't have the ability to do any type of IF/Then or Matching logic.

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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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