I have a Teams level workspace with the following solution :
- Services Rendered
- Businesses
- Staff
- Monthly Reports
- YTD Reports
The monthly & YTD reports are essentially acting as join tables for generating rollups, counts, and other formula fields to create up-to-date Month & YTD reports each time a new Service Rendered is submitted. In order for this to work smoothly for month reports, I set up an automation to relate the services rendered and businesses they were rendered to directly to the report itself each time a new SR was submitted. In order to add the new SR & Business without overwriting the others, I had to lookup and re-insert ALL the businesses and services each time. Not a big deal for one month’s work. BUT…
Now, I’m ready to create a similar YTD report of my monthly reports table but quickly discovered that we will always have more than 1000 services rendered in a year, so this will not work for the YTD report after the first few months have passed. Is there a way to break it up and insert all the records for the year, even if there are more than 1000? Like, doing multiple find steps and then relating them all?
Thank you in advance for any guidance!!