Example of Copy Automation that includes references

Question

I have read through the instructions on how to use Automations and they just don't cover the topic very well. The trigger is quite straightforward as I trigger on a multi-selection field. I know I want to use the copy action to copy records from two tables. I am not sure how to use the filter in the copy function to get what I want and I cannot find much of a description.

I have a parent table called Projects and a child table called Parts. When triggered, I want to copy the changed record in Projects and all of the associated records in Parts over to two additional tables. I seem to be able to get the Project record to copy, but I cannot get the Parts related to it to copy over or get the relationship between the two to copy over. I would like the two additional tables to have the relationship between themselves (not to the originals).

Any suggestions on where I should look? Are there some good samples or examples around that I could use?

JustinTorrence · Answer

Here is a summary of what it might look like.
You might have some trouble if you want to run this on a schedule instead of being triggered by a record modification.

Trigger:
When Project record is modified

Action 1:
Copy Records from "Project" table where the "Project" Record ID# is equal to the trigger's Record ID#

Action 2:
Copy Records from the "Parts" table where the Parts Related Project is equal to the trigger's Record ID#

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