Assistance with automating data entry prior to record creation

Not sure I completely understood. Usually its only important to add the automation with the application that triggers it. But accessing the apps shouldn’t be limited by where the app is stored, as far as those are linked through relations. You have admin rights for all apps, right?


Yes, of course, I am an administrator.

Here is the link to the video showing how it happens. You can take a look.

@TapeTeam please have a look at 2:28 and 2:53 - there is indeed a difference based on the workspace, where an app is stored, although the app itself has not changed. The “collect related records” should - from my point of view - have the same apps related via the existing fields. In both scenarios the same field has been used as far as it appeared to me.