Automation to create a new record in a subitem field | Voters

Automation to create a new record in a subitem field

David Coenca

I would like to have the ability to create an automation that can generate a new record within a subitem field. This feature would greatly enhance the efficiency of managing sub-items and streamline our workflow.

Created by Jon Darbyshire

August 8, 2024

Jon Darbyshire

Hello David Coenca! Following up on this:

Can you provide a specific example of a workflow where this automation would be beneficial?
What type of data would you like the new record to contain?
How frequently would you need to use this automation?

Oleksii Fischer

Hi  Jon Darbyshire, for example, simple shopping cart functionality. You have a nice "Order and Billing" template, it's already enough to use, but in the "Order" table you have created a field of type "Sub-Items" for the list of items in the order. These items can be created manually as a SmartSuite user or by just using http client for python or any other programming language (with Make you will get some redirects). For example, SmartSuite form view doesn't see this column and any other form builder doesn't see it either. 
If you try to do some automation with Make, you won't get this field either. 
My current project is a simple order process for B2B, and I convinced my customer to switch to SmartSuite for it. But eventually I need to do a drum dance to make this simple function automatic. 
I hope my comment was helpful to you