Skip to main content

Automatically add records based on a record

  • January 29, 2024
  • 2 replies
  • 48 views
D
Forum|alt.badge.img+4

Hi!

I have the tables "units" "location," and "event."
Events have a lookup field to location, and a location has multiple units. What I want to acheive is to create an automation so that when a record is created in event, a new event for evry unit in that location.

I started, but seem to be stuck on

To give an example:
Units are lightbulbs, locations are buildings and events are service missions. A user can change one or all lightbulbs in a location via a form as part of a service misson. If the user changes all lightbulbs in a location I want to create a new record for each of the lightbulbs in that location.
The point is that it's important to track when the lightbulb last had maintenance.

    This topic has been closed for replies.

    2 replies

    L
    Forum|alt.badge.img+5

    Here's what I would do:

    1. Create a new table called "Maintenance"
    2. Add a linked field on Maintenance table that links to "units"
    3. Create a form within "Maintenance" table where users can select each item they serviced from a drop down selection of "units" table.
    4. Add a "Date serviced" field to Maintenance table. Allow users to input this field in the form.
    5. Create a "Last Updated" column in "Units" table that only looks at the linked "Maintenance" field.

    Hope this helps. If you need more support, you can schedule time w/ me.

     

    D
    Forum|alt.badge.img+4
    • DidrikSa
    • Author
    • New Participant
    • February 6, 2024

    Here's what I would do:

    1. Create a new table called "Maintenance"
    2. Add a linked field on Maintenance table that links to "units"
    3. Create a form within "Maintenance" table where users can select each item they serviced from a drop down selection of "units" table.
    4. Add a "Date serviced" field to Maintenance table. Allow users to input this field in the form.
    5. Create a "Last Updated" column in "Units" table that only looks at the linked "Maintenance" field.

    Hope this helps. If you need more support, you can schedule time w/ me.

     


    The form will not work, as the input is received from an external application.

    If it is not possible to create a service record for each unit as an automation, I will need to make some kind of lookup for last serviced to track it.

    Terms & ConditionsAccessibility statement