Create new records

Question

I would like to use an automation to create multiple new child records when a parent record is updated. I understand how to set up the first part of the automation, but am having difficulty figuring out how to create the multiple child records.&nbsp;&nbsp;I have the following tables: Documents, Groups, and Training.&nbsp;

Groups identifies the group that users belong to. Users can have multiple groups.&nbsp;
Documents is a child of Groups. When documents are submitted, someone determines which group(s) (multi-select field) require training to that document.&nbsp;&nbsp;
Training is a child of Documents and Groups.&nbsp; Users answer quiz questions related to the document.&nbsp;

I want to create a training record for each user where their group is indicated for training in the document record.&nbsp; There will be 5-10 groups and could be 100 or so users, so I could create individual automations for each group, but not for each user.------------------------------Bre Butler------------------------------

evanmartinez · Answer

Hi Bre,In Groups you are indicating which group a user belongs to, is Users another related table that you are bringing in or is each record on the groups table a user and a multi-select field of the groups they belong to or some other way of indicating which group they are in?Is there a direct relationship between Groups and Documents or is that multi-select field just created by selecting Input type is "from another field" under the field settings? Because a multi select field can't be used as a reference field for a relationship and not having a relationship between those two tables can change the way you would try to solve this issue.------------------------------Evan MartinezCommunity Marketing ManagerQuick Base------------------------------

brebutler · Answer

Hi Evan,Thanks for the reply!Users is not another table - The Groups table just contains a User field and a multi-select field for the group.&nbsp;There is a direct relationship between Groups (parent) and Documents (child). Should I instead create a multi-select field in Documents where the input comes from Groups?------------------------------Bre Butler------------------------------

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Create new records

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