Hi all,
I have spent 2+ weeks trying to design an automation that will take data from a JotForm application and feed it into an AT table. I have built the following scenario: Get Submissions (for past submissions — I’ll build another scenario that starts with a Watch module) —>Search Records—>Router—>Update OR Create. The Upsert module did not work for me.
While it seems from the execution history that data is being pulled from JotForm and correlating records are found in AT, those records are not being updated.
I have tried inserting iterators, played around with the upsert module, ran it through Claude and ChatGPT, and still can’t figure out why my AT table is not updating with the information from JotForm.
In the Search record module, my formula is:
AND(
OR(
{Child’s First Name} = " {{6.answers.Child's Name
.first}}",
{Child’s Birthday} = “{{6.answers.Child's Date of Birth
}}”
),
OR(
{INQUIRY Email Address} = “{{6.answers.Parent/Guardian 1 Email Address
}}”,
{INQUIRY Email Address} = “{{6.answers.Parent/Guardian 2 Email Address
}}”
)
)
When I enter it in AT, it works fine. I have even changed my Primary Field in AT to be Record ID for better matching. The Update module runs 330 operations which seems excessive to me, as I am just trying to update 12 fields. I have paired that down to a few to see if that is the issue, but it’s not. Here is execution info from one of the operations in the Update module, if that’s helpful.
Input
Bundle 1Collection
Record ID
recEN6pZks35iDjTb
Base
appoBUN3IuLgwxVhM
Table
tbliDxW74JsHzHty9
RecordCollection
Child's ID#
TEST
Stage
Application Received- waiting for fee
Smart links
false
Use Column ID
false
Output
Bundle 1Collection
Application Submission Date
2024-11-24
Stage
Application Received- waiting for fee
INQUIRY Parent/Guardian Name
Gina Lander
Child's ID#
TEST
Application LinkArray
1
recbre8Ro0SEn6B1Q
Inquiry Year
2024-2025
Record ID
recEN6pZks35iDjTb
Child Primary Field FormulaCollection
error
#ERROR!
Inquiry Date
2024-09-23
Inquiry Time copy
September
MAKE formula
0
ID
recEN6pZks35iDjTb
Created Time
September 23, 2024 10:59 AM
Any and all advice would be MOST appreciated.
Thanks!