Look-up field for primary field

It looks like each Venue can have multiple Rooms, is that right?  As a one off, I would suggest:

1. Create a formula field in ‘Rooms’ which concatenates the Venue + Room name:

   

    

2. Click the header of that field and hit CMD/CTRL + C
3. Click the header of the linked field to Working Agenda and hit CMD/CTRL + V
   1. This’ll create one record per unique room + venue combination automatically

   2. 

And to keep this updated, we could have an automation that triggers whenever a Room record has both a name and a Venue filled up that would automatically paste it in for us, thus keeping the Working Agenda table synced up

And here’s a link to the base

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Quick question, are the records in Working Agenda pretty much a one to one to the records in ‘Rooms’?  If so, I was wondering if it might be cleaner to keep it all in one table instead and use views to filter out the fields instead?  You’ve probably already thought of this though, sorry!

Hi Barry!

It sounds like your "Working Agenda" table is acting as a Junction Table (connecting Rooms, Venues, and Sessions). To make this fully automated and professional, you don't want to manually type into the Primary Field.

Here is the "MVP" way to structure this:

1. The Setup (Linked Records) In your Working Agenda table, ensure you have two Linked Record fields:

• One linked to Rooms

• One linked to Sessions (Since Rooms are already linked to Venues, the Venue data will follow).

2. Bringing in the Venue (Lookup) Add a Lookup field in the Working Agenda table.

• Source: Linked field to Rooms.

• Field: Venue Name.

• This will automatically pull the Venue whenever a Room is selected.

3. The "Auto-Naming" Primary Field (The Formula) Change your Primary Field in the Working Agenda table to a Formula type. Use this formula to create a clear, unique ID for every record:

{Venue Name} & " | " & {Room Name} & " - " & {Session Name}

4. Pro-Tip for Automation: If you want the Working Agenda to populate entirely on its own without you picking records, you can set up an Automation:

• Trigger: When a record is created in the 'Sessions' table.

• Action: Create a record in 'Working Agenda' and map the Session and Room links automatically.

This keeps your data "DRY" (Don't Repeat Yourself) and ensures your agenda stays in sync with your master tables!

Hope this helps!