The Change the record step changes fields in the trigger record, in records linked to it, in a specific record, or in a record a find step found. It also sets assignees and relations.
Choose active members; they replace the record’s assignees
Setting a relation from the trigger record’s relations
Example: “When a payment is created, link it to the same client as the invoice.” You choose a path of one or two relations, and the record at the end of the path is linked.
If there’s more than one record on the path, Use the newest picks the most recently linked one, and Stop the step makes the step fail.
No relation is ever cleared: an empty path skips the linking. A record that’s already linked stays as it is, unless you turn on Replace an existing link.
Protecting your data
A value made only of empty variables isn’t written, so a mistake in a variable name doesn’t wipe the field.
Every record is checked before the first write. If one is refused, nothing is written, and the refused record is shown.
The update is written only once, even if the step is retried.
The change doesn’t start another automation.
If something goes wrong
What you see
Why
What to do
“Invalid status. It must be one of...”
The chosen option was deleted from the field.
Choose the option again in the step.
“… is not an active member of this workspace.”
The member was deleted, deactivated, or is from another workspace.
Choose an active member.
“The target record isn’t set”
A message trigger, and the chat isn’t linked to a record.
