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I have a table with a date field, an I want to link these dates to another table, but group them by month. This is so I can create rollups for monthly financial figures. I have tried to create an automation to auto fill in another field, using the date as its source and then converting the format to mmmm yyyy, from the usual dd/mm/yy. I then linked this field to the other table, but now the automation does not update it even if it runs successfully.

Can anyone help solve this issue?

@ScottWorld and @TheTimeSavingCo  would you be able to help on this?

Hmm, that sounds like it should work fine.  I've set it up for you here so that you can check out how I'd do it: 

Hmm, that sounds like it should work fine.  I've set it up for you here so that you can check out how I'd do it: 


Ah, I was trying to get a script in the automation to change the format and update the linked record all at once, but how you've done it would work fine.

Just a couple questions, does it update the linked record ('Month Year' Field) if the source date ('Date' Field) is changed and if it is a new month that has never been there before will it make a new row in the 'Month Year' table and link it to that?

Ah, I was trying to get a script in the automation to change the format and update the linked record all at once, but how you've done it would work fine.

Just a couple questions, does it update the linked record ('Month Year' Field) if the source date ('Date' Field) is changed and if it is a new month that has never been there before will it make a new row in the 'Month Year' table and link it to that?


does it update the linked record ('Month Year' Field) if the source date ('Date' Field) is changed

Hmm, for that you'd need to update the automation trigger to be 'When record updated' and point it at the field instead.  The way it's set up now, it's only going to trigger when the date field goes from empty to not empty

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if it is a new month that has never been there before will it make a new row in the 'Month Year' table and link it to that?

Yeap!

 
 

does it update the linked record ('Month Year' Field) if the source date ('Date' Field) is changed

Hmm, for that you'd need to update the automation trigger to be 'When record updated' and point it at the field instead.  The way it's set up now, it's only going to trigger when the date field goes from empty to not empty

---

if it is a new month that has never been there before will it make a new row in the 'Month Year' table and link it to that?

Yeap!

 
 

Thanks! 

I have now altered my automation to run when the date field is updated and it works perfectly.

Thanks very much for your help!

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