Connecting child records to a parent record after the fact

Next-Gen
1

I want to connect records to a parent record, thus creating child records, but after the fact… i.e. I want to connect disparate records to a parent record. Will this require a bit of “Flows” wizardry?

Any thoughts welcome!

2

Hi @houwtama!

  • Do you have an example of what kind of parent and child tables you’re linking up, and your definition of disparate in this case?
  • Is your connection between the parent and child records maintained in the parent table (many-to-many connection to children) or in the child table (one-to-many connection to parent)?

Depending on the above, you may be able to create the records natively in connection to the parent, but if not I’d wager you’d need a Flow/Make automation or JS script.

3

Many thanks for dipping your oar into this one @StephenChapman !

My thinking was back to front. I was trying to add links to the parent table, whereas I simply needed to add the parents’ link into the child record.

Thanks once again!

4

Glad you’ve found the solution!