Hello everyone,
Iām seeking assistance on a task Iāve been struggling with lately and Iām wondering if anyone has a solution or knows if itās even possible.
Iāve been attempting to set up an automation without much success, and Iāll do my best to explain it concisely. Essentially, I want to establish a bidirectional link between two records when a relationship is added.
Hereās a concrete example: In my Contacts App, I have Record A with a āCompanyā relationship field indicating the company the contact works for. Simultaneously, in the Companies App, I have Record B with an āEmployeesā relationship field listing the employees associated with that company.
I aim to create an automation that triggers when I add an employee and specify the company they work for. The goal is for this automation to automatically update the companyās record by adding the employee in the āEmployeesā relationship field. This way, both records in both apps are linked through their relationship fields.
Iāve attached some screenshots to help illustrate my request. Any guidance or suggestions would be greatly appreciated!