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Refresh link after an import

  • August 27, 2024
  • 6 replies
  • 55 views
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I have a table that includes a single line text field called 'Product Import' and a linked record called 'Product'. I use the CSV import extension to pull in a CSV in to this table and display the result on the Data view.

When the import completes, the 'Product Import' field will have a value pulled from the CSV and if the primary field from the linked Product table matches, then this automatically links to the Product field (as image below).

This shows the operator which products are already in the database and they can add the missing entries in the Product field by adding them through this screen, or going to a Product table view and adding them.

My difficulty is that I cannot get this view (with the found/not found matches) to refresh. It only compares the fields on an import, not subsequently. 

Is there a way of doing this?

6 replies

Pascal_Gallais-
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Hello,

You could set your CSV import extension so that product labels are fed directly to field "Product" instead of "Product Import".

Result will be that if Product allready exists in table "Product", record will be automatically linked, If not a new record will be created in table Product.

But maybe, you do not want to automatically create records in table Product and let user choose if it is a "real new product" or if it should be linked to another product?

Regards,

Pascal

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  • bitstreams_red
  • Author
  • Known Participant
  • August 27, 2024

Hello,

You could set your CSV import extension so that product labels are fed directly to field "Product" instead of "Product Import".

Result will be that if Product allready exists in table "Product", record will be automatically linked, If not a new record will be created in table Product.

But maybe, you do not want to automatically create records in table Product and let user choose if it is a "real new product" or if it should be linked to another product?

Regards,

Pascal


Thanks, but I don't want to feed them directly in to Products as they need sense checking first.

Pascal_Gallais-
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Then, you could use an automation:

Table "Order2" is the table where I want to update the link to table "Product" when a new record is created.

First step is to add a "Find records" action to check if the new "Product import" does exist in table "Product":

Then we add a conditional action that runs if product was found:

Condition on length being setup on the "Find records" action:

And, within the conditional action, we add an update record action:

To update field "Product" of the record that triggered the automation:

With the value found in the "Find records" step:

Be carefull though, automation will run for each row from your CSV file. It means that if you have a large number of rows to import, you may hit the limit of monthly automation runs of your Airtable plan.

Regards,

Pascal

 

 

B
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  • bitstreams_red
  • Author
  • Known Participant
  • August 27, 2024

Then, you could use an automation:

Table "Order2" is the table where I want to update the link to table "Product" when a new record is created.

First step is to add a "Find records" action to check if the new "Product import" does exist in table "Product":

Then we add a conditional action that runs if product was found:

Condition on length being setup on the "Find records" action:

And, within the conditional action, we add an update record action:

To update field "Product" of the record that triggered the automation:

With the value found in the "Find records" step:

Be carefull though, automation will run for each row from your CSV file. It means that if you have a large number of rows to import, you may hit the limit of monthly automation runs of your Airtable plan.

Regards,

Pascal

 

 


Hi Pascal,

Thank you for the thorough answer - I'll have a play.

 

regards

Simon

Pascal_Gallais-
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Be really carefull on the number of lines in your CSV file

Alexey_Gusev
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Hi,
If you want to see only records recently added, you can add 'Created time' field and add view with a filter 'Created time' is today.
If you want to link records already having match in a product table, you can edit Product table permissions
"Who can create records?" - Specific users, and add operator. Thus, you can simply copy whole 'Product Import' field and paste it into linked field "Product" (I would recommend to do it with filter 'Where "Product" is empty'). 
It will link to existing records, but won't allow you to create new records to link.
And then operator could do the rest of the job.

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