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

Setup

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. For this example, we will be setting up an automation using the Product launch template that assigns any new record created in the "Feature" table with the status "Not started".

Choose a trigger

Next, choose a trigger, such as "When a record is created". In our example, anytime a new record is created in the "Features" table the automation will be triggered. 

Add an action

After testing the trigger successfully, click the "Add action" button and select the "Update record" action.

In our example, anytime a new record is created in the "Features" table we want to update the {Feature Status} field of that record with the value "Not started".

To do that, select the table (in our case, the "Features" table) where the record should be updated. Then we need to choose the Record ID - this is tied to the trigger step we configured previously, and identifies the record that was triggered. For this step, make sure you only insert the Record ID.

Next, choose the field to be updated. In the example below we selected the {Feature Status} field and entered the value "Not started". 

You can add any number of other fields to update by clicking the "Choose field" button. 

Test and turn on the automation

After adding the desired information for the action step make sure to click "Run test" to make sure the action is working correctly. If the test is successful you can turn your automation on. Now, anytime a record is created the automation will update the record with the field values we prescribed.