Create 12 records in another table
Hi all, I need to create a process that when a new record is added in a table will add 12 new records in another table. I was able to create a process using automations that works by incrementing a...
Forum Discussion
You can always go the old-school route and use a Table to Table Import process. Essentially, you would do the following:
- Setup a Template / Dummy record on the primary/parent table
- Within the Template record, setup the 12 template child records
- On the Parent, add a numeric field called 'Processing Record' or something that will be easy to recognize. This will be used to capture the Record ID# of the newly added record
- On the child table, create a lookup field for the 'Processing Record' field
- Create a Table to Table import on the Child table where the Child table is both the Source and the Destination.
- Set the Import type to 'Copy'
- Filter on the 'Processing Record' lookup field, requiring it to be >0
- Map any fields that you have pre-populated and wish to be copied over
- Map the lookup field to the 'Related Parent' field
- Create a new Automation with the following steps:
- When records are added to Parent
- Modify records in the Parent table - filter the records and set it to select only the Record ID# of the Parent template you created above - and modify the 'Processing Record' field to be the 'Record ID#' of the newly created record
- Run Table Import - select the import you created above
- Modify records in the Parent table - you'll want to setup this step just like #2 above, except that you want to clear the 'Processing Record' field or change it to 0
- Your solution makes sense. Thanks for taking the time to help out!
