How can I use Automations to update a field in the same table as the trigger?

  • 1
  • 1
  • Question
  • Updated 2 months ago
  • Answered
I would like to use automations to copy the value in one particular formula field into another history (log edits) field when a key approval is given.  Both the trigger and the action would take place in the same table, and in fact, in the same record.  

Is this possible?  I have played with the automations interface and so far it is not working for me.
Photo of Darlene Swartz

Darlene Swartz

  • 134 Points 100 badge 2x thumb

Posted 2 months ago

  • 1
  • 1
Yes it is quite possible. Even QB Actions, and Webhooks can do that. In the Action, choose the "other" table (where is says advanced...) then select the same app and the same table and in the conditions, select where Record ID# = Trigger:Table:Record ID#.
Photo of Darlene Swartz

Darlene Swartz

  • 134 Points 100 badge 2x thumb
Thank you Surya!  It works!
Glad to help.