So I’ve finally decided to go pro with Airtable, so cool!
I bumped into a workflow problem, where, for example I have timesheet entries in a timesheet table that each have a corresponding weeknum column, and I’m wondering if it’s possible for an Invoice table to automatically drawout the matching timesheet entries for each week?
I can get things manually working, with an error checking formula that also flags if I’ve made a manual mistake - but I’d really like for the Invoice table to be automated based on the timesheet entries table.
Is this possible? Screenshots below showing the two tables, fairly simple stuff - fingers crossed I can do this with a little guidance.
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Use an Automation.
Trigger: When [Timesheet] record’s {Week} value changes
Step 1: Find records in nTimesheet] table where {Invoice Week} = the {Week} field value from the trigger record.
Step 2: Update record in nTimesheet] table (trigger record’s record ID). Fill the {Invoice} field with the list of record IDs found in Step 1.
Use an Automation.
Trigger: When [Timesheet] record’s {Week} value changes
Step 1: Find records in nTimesheet] table where {Invoice Week} = the {Week} field value from the trigger record.
Step 2: Update record in nTimesheet] table (trigger record’s record ID). Fill the {Invoice} field with the list of record IDs found in Step 1.
Thanks @Kamille_Parks - I discovered Airtable Automation shortly after posting. There’s a fair bit to learn before I’m up and running with this so have spent this morning watching examples - And I can now get a simple Status column Automating to a different status - but am now trying to figure out the Week Number match logic and the publishing of a timesheet entry to an Invoice with a matching week.
Will re-read your steps and see if I can get this working. Appreciate if anyone cares to comment further, or even post a screenshot or two showing some tips.
EDIT:
I’ve watched some more tutorials, and again attempted this automation but haven’t had luck. For some reason the data (the week number) that I’m trying to dymaically compare during a “Processing” trigger is simply not available, as per screenshot.
"This property cannot be used right now"
The property is simply a formulating result from the record date to get the week count;
WEEKNUM({Issue Date})
So the workflow is, I create timesheet record each day in a timesheet table - each timesheet is stamped with its annual week number. At the end of the week, I then create an invoice record - and what I’m trying to automate is any matching timesheets from the weeks end are then linked into that invoice record.
EDIT: So found a video by GAP Consulting that touches on a very similar process - this alternative method that automates the same result seems to work well and I dare say has solved my problem. Automations are awesome!
