QuickBase automation add a new record with conditions
I have a question when it comes to creating an automation that creates a new record. I have a parent table called "Document Control". There is a field under that table called "Next Update Date" th...
Thank you so much for your response. I think the only part I do not understand is how does the task table know to do this when the record does not exist. I created an automation under the tasks table that when a task is modified, deleted, added to then create a task child record under the document control table. But because no task exists, how does the table know if the Next Update field (field in the document control table) is after today's date?
I created a relationship between the documents table (parent) and the task table (child) and did a "look up" to the tasks table to look up the "Next Update" date field. The problem I think is how does the task table know if the Next update field is if the record does not exist. I created a formula field to be "1" if the Next Update Date is past today's date and 2 if it is not. Because automation does not let you do a condition based on a date field, this was my best option. So, I added the condition that if the Document - Next Update Date Trigger is = 1 to add the task record, but currently this is not working because I think the task record does not exist and does know know what the next update Date trigger field is.
The reason I would like the task table to have the automation is because users edit and modify tasks more than they would be editing anything or any record from the document control table.
