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I currently have a system created to track gear that comes to my warehouse and then leaves.I have different ways in where this gear arrives such as picked up by us, dropped off to warehouse by client, picked up by client from warehouse or returned by us.

 

I have a field for each of those ways. most of the time when it is picked up by us it is also returned by us. I want each entry to automate being returned up by us when i choose picked up by us. Same for the other ones that are paired.

 

What steps do I have to take to make it to where each time I make a new entry that this can be automated? I also do not want it to effect previous entries already made.  

 

 

Hey ​@cpospisil,

Would you mind sending over some screenshots of your current setup?
Couple of things are not super clear to me.

1. You are tracking method in which the gear (i) is picked up; and (ii) is returned -meaning two different events. Right?
2. You currently have two single select fields, one for pickup options, one for returned options. Right?

If so, you’ll want to create a new automation that will get triggered when Pickup field is not empty (or is updated).
Then have Conditional Logic block, where IF Pickup is “picked up by us” then it will Update Record (that which triggered the automation) to set Return field to “returned by us”. 
Then you’ll have a second IF condition, where IF Pickup is “picked up by client” then it will Update Record (that which triggered the automation) to set Return field to “returned by client”.

If a gear might get picked up and returned multiple times, you might want to have an “Events” table where you track a historic log of pickups and returns and their corresponding methods, whilst linking such records to the corresponding gear. Just an idea which might or might not apply depending on your use case!

Hope this is clear, but let me know otherwise and I’ll record a brief loom video/screenshots for you.

Mike, Consultant @ Automatic Nation

Does this look right?  If so, I’ve set it up here for you to check out and you can duplicate the base to your own workspace so that you can play around with it

 

Yes. Both these answers seems to be what I’m looking into. I will look into it and reach out with my results

You can achieve this by setting up a simple conditional automation or default value rule in your system (depending on the platform you're using). When creating a new entry, configure a logic that says: "If 'Picked up by us' is selected, then auto-fill 'Returned by us'" — but only for new entries. Most systems like Airtable, Excel with VBA, or form tools like Jotform or Google Forms with Apps Script allow this using simple if-then logic or form triggers. Just make sure to apply this automation only on "new record creation" and not on existing data, which can usually be done by scoping the rule to only run on form submit or using a timestamp filter like "if created today.”

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