Connect newly created record to existing record on another table

App Development Automations
1

Good day to everyone!

I am having a problem connecting 2 records on different table. I made an illustration below.

Here is the scenario, process flow: Reference Table, User Table, Template Table.

  1. Create Reference
  2. Create a User then connect it to Reference (this works because in the form there is a name field which is working on pipe (Tadabase Rest API - Filter by a Single Field) and the option to select a form is available.
  3. Create Template
  • This template has a child record, I used the pipe (Tadabase Record Utilities - Import Child Records) to copy the child record.
  • In the Template record, I created a Text Formula Field (Template ID) and upon creating the Template, I need to connect the User to the Newly Created Temlate and vice versa.
  • So connected the User to the Template is ok, however, connecting the newly created template to the user is not working.

Hope some can help.

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2

@edison -

I believe the issue that you’re encountering is the connected field of the tax formula. Based upon how Tadabase runs record rules, table, rules, form, rules, etc. the text formula field is not being an updated since it’s been a run at the same time as everything else.

I believe the issue that you’re encountering is the connected field of the tax formula. Based upon how Tadabase runs record rules, table, rules, form, rules, etc. the text formula field is not being an updated since it’s been run at the same time as everything else.

Not knowing exactly what you’re attempting to execute. This may be a example of usingmake.com or some other external platform to be able to run sequentially the build out of your different forms and records.

Not knowing exactly what you’re attempting to execute. This may be an example of Make.com or some other external platform to be able to run sequentially the build out of your different forms and records.

Typically, you already have users created and assigned them to a record, but it sounds like you’re attempting to create a record and then create a user, and then create a child record of the original record. This becomes complex in logic and one of the classic reasons of why using an external platform such as Zappier or Make will aid in sequentially running your activities.

3

Thank you for responding!

I may need a bit of clarification because I’m not fully understanding the issue with the text formula field. The main problem is:

- User gets connected to the Template

  • But I can’t get the newly created Template to connect back to that User

I’m doing this all inside Tadabase and was hoping it could be done without Make/Zapier. Is the reason it’s failing because the Text Formula field (Template ID) does not update fast enough when the record rules run? And if so, is there a workaround directly inside Tadabase, such as delaying a rule, triggering an update, or using a different field instead of a formula?

Just to confirm the flow:

  1. Create Reference

  2. Create User and connect to Reference

  3. Create Template

  4. Copy Template child records via pipe

  5. Connect User to Template (ok)

  6. Connect Template back to User (this part is failing)

If you have any suggestions on how to do this internally within Tadabase before using Make.com or Zapier, I’d appreciate it.