Hey Everyone,
Basically what I'm trying to do is automatically link all new records from one App to ONE record in another.
I have an App called "Positions" that houses a host of data in numerous records, and new record data is added to several times daily. In another linked App called "Dashboard", I have one "Dashboard Calcs" record which has fields with calculations such as Rollups, Sums, conditional SumIF's and other cross field math operations across each record in the "Positions" App.
In order for the conditional sumifs and rollups to capture each new record in "Positions", the new record needs to be linked back to the "Dashboard Calcs" record. This is easily done manually. However I'd like to have this automated so it doesn't have to be manually linked each time, as often times the data is copy and pasted into SS.
I did an Automation with the following process:
1)'When a record is created' in "Positions", then
2) 'Find records' in "Dashboard" with condition Title contains "Dashboard",
3) then 'Update Records' in "Dashboard" with the Title of the new record from "Positions" into the linked field.
This works, however it replaces the entire list of records in the linked field with just the one new record - it does not append them.
So I tried 3) above with: 'Update Records' in "Position", however the 'Find records' option disappears, so cannot choose the "Dashboard Calcs" record to update the linked field.
Hope I made this clear.
Am I doing this incorrectly, or is there is another simpler way to achieve this?
Thanks