Hi All. What’s the best way to set up the automation below—either in Airtable’s native automations or in Make—to reliably populate the linked field with the Trade’s subcontractors (particularly struggling to get the list of record IDs), and avoid reseeding after manual edits?
Base: Dupl Construction Project https://airtable.com/invite/l?inviteId=invh3YFKHVkgkcl8h&inviteToken=ebe29e4b636f906f9bde46e9282074acf77e1634caac54dee00c188723eac427&utm_medium=email&utm_source=product_team&utm_content=transactional-alerts
The goal: when a record is added/updated in the Subcontractor Review table and Related TRADE is set, auto-populate Selected SUBCONTRACTORS (link to Subcontractors, multiple) with all Subcontractors linked to that Trade. It should seed once (only when empty) and remain editable and continue to be linked to the Subcontractor table records to create quote requests from the selected Subcontractors (which may be different to the initial allocation) later.
What I’ve tried:
- Airtable Automations (Find records → Update record)
- Airtable with Script action
- Make automation
- Make.com webhook + update
Any help would be appreciated.
Thanks!