How to save a Record ID

Hi all,

This question has come up quite a bit so here is a quick guide on how to get the ID of a record, and save the value on the record for future use.

This can be done using Table Rules (recommended) or Form Record Rules

Table Rules


1. Add a new Text Field

2. Call this field 'Record ID'

Call this field 'Record ID'

3. Click on Save to finish adding the new field

Click on Save to finish adding the new field

4. Click on Rules

Click on Rules

5. Click on Create a New Rule

6. Choose 'Created' as a Rule Action

7. Click on bottom section to set record values

8. Select your Record ID (Text) Field

9. Select 'Record Value'

10. Select '(Record ID)'

11. Click on Save to finishing adding this Rule

Click on Save to finishing adding this Rule




Form Record Rules


1. Click the Edit icon to begin editing a Form Component

Click the Edit icon to begin editing a Form Component

2. Click on Form Rules

3. Click on Record Rules

4. Click on Add New Record Rule

5. Click on 'Update this record'

6. Click on Set record value

7. Click on Record ID (Text)

8. Select your Record ID (Text) Field

9. Select 'Form Value'

10. Select '(Record ID)'

11. Click on Update & Save to finish adding this Rule

Click on Update & Save to finish adding this Rule

2 Likes

Hi @tim.young can I just add to this post that additionally, I’ve just been shown by @Aprada that if you want to update all existing records to include the recordid that can be easily achieved by using the task automatons and doing the following…

Create a text field to save the recordID (name = ID text i.e.), go to Automations > on demand task > update the record > set ID text to the record value of recordID. Be sure you switch the rapid update on to avoid executing table rules.
You can apply this solution also for connected record fields.

(Credit to @Aprada and full post here: Table Batch Option to Execute Table Rules)

Wonderful addition! Thank you :pray: