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Automation Question when using Linked Fields

  • April 8, 2026
  • 1 reply
  • 16 views

I’ve been banging my head against a wall trying to get this to work and at this point I’ve come to the conclusion this might not be possible. I’m hoping that there is a wizard out there that may be able to help with this issue. 

 

So context:

My base contains 3 tables. An inventory, a customer table, and an orders table. 

There are linked fields in both my Inventory and my Orders table that link to the customers table. 

Within my Inventory table there is also a linked field that links to the inventory. 

What I want to do is whenever I add a piece of inventory to a record in the Order table, that it adds the customers name to the item within the Inventory table. 

 

I’ve tried getting Omni to help me set it up, I’ve tried getting the support chatbot to help, and I’ve even tried Claude to help me with no results.

 

If someone could share the correct setup I’d be eternally grateful. If I’m knocking on a door that doesn’t exist then that works too and I know I’m expecting too much. 

Thanks in advance!

1 reply

TheTimeSavingCo
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Hm, may I know why you’d want to add a direct link between Inventory and Customers?  In these situations it’s usually recommended to use a lookup field to pull data over like so:

If you really needed the link set up, you could then use an automation that triggers when the lookup field gets updated, and its action would be to paste the lookup field value of the Customers into the actual linked field to Customers, and I’ve set it up here for you to check out