Overview

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.

💡 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. 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 in the Product launch template that assigns any new record created in the "Feature" table with the status "Not started".

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. It can be helpful to name your automation right away, especially as you add more automations to your base. 

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.

After testing the trigger successfully, we can move onto setting up the action. In our example, anytime a new record is created in the "Features" table the "Not started" status will be assigned to the feature automatically. 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.