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Actions/Automations: How do I create a record in the same table as the trigger record creation?

  • November 27, 2019
  • 0 replies
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MattMakris
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I need to create a new record  when another record is manually created. The trigger record and new record are in the same table, so Actions won't allow it since it's adding a new record. When I attempt to use Automations to accomplish this, it goes into an endless record creation loop. Is there a way to automate this without creating endless records?

Thanks!
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MarkShnierYou
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Well a low-tech solution is to create a checkbox field that is not visible really on any forms called [record created by automation]

Then said your automation to only trigger when that check box field is not checked.

But when the automation does run when a record is that it manually and creates the record then it would checkbox that field so that it would not self trigger.

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Mark Shnier (YQC)
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markshnier2@gmail.com
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