Overview

When building an Automation, you may choose the "Create record" action. When the automation runs successfully, a record will be created in a specified table. The "Create record" action can be configured with one or more fields set to any text or to a value from a previous step or both. 

💡 Automations is in active development and more functionality is on the way. Automations is currently available on Pro and Enterprise plans. If you have any feedback to offer, feel free to share that with us here. 

Setup

After you have configured your base in the manner you choose, you can then begin configuring your automation. For this example, we will be setting up an automation that creates an archive record of completed projects in our Project Tracker template. This same process can be done manually by linking records and using lookups, but by using the Automations feature, now the process can be accomplished automatically in a similar fashion. 

To start creating an automation, click on “Automations” in the upper right corner of your screen. Then, click “Create an automation” to begin the setup process. 

Next, choose a trigger, such as "When a record enters a view". In our example, the view was filtered to only show records from the "Design projects" table in the "Completed" view. A filter is used in the "Completed" view that only shows projects marked complete. This means that when the checkbox field is checked the automation will fire. After proper setup, test your trigger by clicking "Run test".

After testing the trigger successfully, we can move onto setting up the action. Click the blue "+ Add Action" button. Then, click on the "Create record" option. This will bring up a menu of options. First, select your desired table to create the new record in. Next, you can choose which information from the trigger to add to the table you have chosen for this step. In our example, we are only pulling over certain information into a new "Design projects (Archived)" table that we created. After adding the desired information for the action step make sure to test the action.

After successfully testing the action, you can turn your automation on. Now, in our example, a new record will be created any time someone marks the project as complete.