I have been working on this “should be easy” item for 2 days and I obviously am missing something.
I have an app where, based on their job title, I need to add a list of annual training requirements to new users as they are added. I am using the following 4 objects for this -
Accounts - standard Knack object connected to an object (Job Titles) which is just a pick list of job titles.
Billy Jones - Driver
Freida Easton - Driver
Sally Smith - Manager
Training Requirements by Job Title - each job title has multiple requirement records - connected to Accounts (1:1)
Driver - Defensive Driving 1
Driver - First Aid
Driver - Fire Safety
Manager - First Aid
Manager - Managing People 101
Training Requirements by Person - connected to Accounts (1:1)
Billy Smith; Defensive Driving 1; 2023
Billy Smith; First Aid; 2023
Billy Smith; Fire Safety; 2023
Freida Easton; Defensive Driving 1; 2023
Freida Easton; First Aid; 2023
Freida Easton; Fire Safety; 2023
Sally Smith; First Aid; 2023
Sally Smith - Managing People 101; 2023
In Make I have created a scenario with an immediate trigger on a new Account being added. After that, the following modules run in order
- Get the Account record for the new user (Item 1 above).
- Search for Records for the Training Requirements by Job Title - produces a list of bundles of job title requirements (Item 2 above).
- Create a Record for each bundle in Training Requirements by Person. - this is where it goes wrong (Item 3 above).
Two records are created for each Create a Record module. On the first, the Account name, Year are added successfully but Training Type is blank. An additional record for the Training Type is also added with a blank Account and Year (but only one operation is used). To troubleshoot - I tested by adding the data to a Google Sheet and it was successful. It is all on one row. So, it is all there when I’m ready to “Create a Record” but it does it in two records in Knack instead of one like the Google Sheet row. As a possible solution, I then tried doing the action in 2 steps - Create a Record and then a follow up Update a Record with the same results.
This leads me to believe that the problem lies in my connection in Knack but if I’m right, I’m not sure how to fix it on either side.
If you’ve made it this far - thanks. Any advice is so appreciated.