Creating a new entity with name formula from rich text impossible?

Sorry about the slow reply, festivities called.

So it might be possible to do more than what I’m outlining below, but this is a starting point. In my example I have a table “projects” and linked table “work,” and I want to create work items from the rich description of my project. (same setup as you’d have for minutes and actions)

So what I do is highlight the relevant rich text, copy to clipboard, then click the button and paste. I’ve used the name field but you would use whatever field you want that content to go in.

The main “gap” here is that it’s not going to auto-insert the new related item back into your rich text. There’s no way for an action to prepend content using a formula (not even sure that would work). So it would need to be a script, that finds all the related work items and grabs the name of the most recent one then inserts that name back into your doc at the top. If you want to have a crack at hacking that together, Matt’s work here might be a good starting point.

Good luck!