Automation to create record if does not exist
I have a Request table, and when a new request is entered, certain values are then taken to create a new record in Table B... issue is that I'm hoping to only have the new record in Table B to be crea...
Forum Discussion
I suggest making the Key field of table B be the concatenation of the three values separated by a hyphen. You can use a form rule to copy the formula value into the Key field which will be a regular text field.
Then create a formula checkbox field called [Contract-Union-Location exists?] and set the formula to be
true
Then look that up down to the Request table .
Then fire an Automation to create the Contract-Union-Location record if the lookup is false.
Then create a formula checkbox field called [Contract-Union-Location exists?] and set the formula to be
true
Then look that up down to the Request table .
Then fire an Automation to create the Contract-Union-Location record if the lookup is false.