Blake, I think what you recommended is on the right path, but I can't seem to implement it correctly.
Here is what I have done:
- App Home > Settings > Automation
- New Automation > When Data Changes
- When User [Adds A Record] > In the [Locations] table
- Additional Criteria > Any Field Changes > And Any of the conditions are true
- Subdivision Name - Is Equal To - The Value - 0
- Add Action > Modify Records > Modify Records from a Different Table (Advanced)
- Table = [Locations]
- Filter Records (left alone)
- Field: Related Subdivision
- Source: Copy Value From Another Record
- Value: Trigger [Locations] | Related Subdivisions
I understand the concept that you have proposed:
Basically, create a Subdivision of "No Subdivision" or similar.
In my case I created a Subdivision of: <blank>
The Subdivision ID# is 12.
Then create an automation so that when a new location record is saved, with a blank subdivision, it changes the related subdivision to Subdivision # 12.
I just can't seem to get it to work correctly because I can't seem to figure out how to tell it which Subdivision record to copy.
Any pointers you can give?
-Andrew