Automation - Add Record with formula

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I want to run an automation to add a bunch of records to a table once a day, all of which will have in the field Batch Ref: *Tomorrow's Date* & "A bunch of other text". The field type is text, and cannot be formula as this field is the key field.

I tried the below and tested the automation and just ended up with literally the code written below populating the field. Does anyone know how to achieve what I'm trying?



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Max Allen

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Posted 5 months ago

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QuickBasePros_IDS, Champion

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Automations, in my experience so far, are very finicky.  Try using a formula-date field to automatically calculate your "tomorrow" date; and use that when pushing a date field into a field in a table.  

I have had to rebuild automations which mysteriously do not populate the data I required, after making multiple "updates" to an automation - so one good test is to figure out the entire automation and rebuild it and test with the new one (then do all the naming and commenting after you ensure it works).

A screenshot of your automation setup would also be helpful here.
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Matt Saforrian, Quick Base Product Manager

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Hi QuickBasePros_IDS,

The issue you encountered with automations not populating data was a bug and has been resolved. You shouldn't have to rebuild automations anymore.

If you encounter this issue in the future, just open your automation and then save it. That should resolve the error.

Best,

-Matt
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QuickBasePros_IDS, Champion

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Matt - good to hear!!!
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QuickBaseCoach App Dev./Training, Champion

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Max,
you cannot just type a formula into the automation box.  You need to make a formula field and then write the value of that field into a record.
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Evan Martinez, Community Manager

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Hi Max,

Currently the Automation builder doesn't have the ability to use formulas that have been entered into the Automation. Instead you would need a formula field that provides the values you are trying to pass along as the previous posters suggested. This way the Automation would have a value to pass along, as you experienced a formula put into the Automation builder will pass along as text.
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