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Question

Create new records

  • April 26, 2020
  • 0 replies
  • 16 views

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.  

I have the following tables: Documents, Groups, and Training. 
  • Groups identifies the group that users belong to. Users can have multiple groups. 
  • Documents is a child of Groups. When documents are submitted, someone determines which group(s) (multi-select field) require training to that document.  
  • Training is a child of Documents and Groups.  Users answer quiz questions related to the document. 
I want to create a training record for each user where their group is indicated for training in the document record.  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.

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Bre Butler
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  • Community Moderator
  • April 28, 2020
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.

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Evan Martinez
Community Marketing Manager
Quick Base
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