I have an automation that adds a parent record (Courses) when a child record (Request for New Course) has a status = Completed.
The automation triggers and creates the Parent (Course) record, but am looking for how to set up a 2nd action to tie the Related Parent (Course) back to the Child (Request). This will allow the embedded requests to populate on the Parent record. I tried the following, but it does not add the Related Course to the Request.
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Colleen Burch
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Question
Automation Action to add Related Parent to Child Record
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