+20Good day.
I have a “whole” staff table, with various “statuses” SOWs, Guests, and FTE. However, a newer table was linked to the base, with “special” contractor statuses. I need to have these “added” to the above Full Table, along with their statuses, etc.
The whole needs to be the final source as it’s used across bases.
How might I go about this?
Best answer by TheTimeSavingCo
Hmm, I think you’d need to have two automations for this?
The first would trigger whenever a new record gets created in the synced table, and its action would be to create a new record in the main table and link them together
The second automation’s trigger would be from watching the fields of data you’re concerned about in the synced table, and its action would be to update the appropriate fields of the linked record in the main table
+25Hi,
Is it correct that ‘newer’ table has staff already present in Full table, but with new statuses? What do you want to do with them - replace or append to old statuses?
In short, you should link them to a Full table
Then you can see which are linked to existing and which are new created
Note that PRIMARY FIELD used to define where to link. If you have comma in your name(s), you will need additional step to link, because it will count the name as 2 different values
After all, you can add lookup field and do what you want.
+20I have this as the original source, that I’d manually added authorized instructors. Since then, another team has created, and I synced their table, of authorized instructors. The first is my main source that many automations, and bases use.
Second image below is the “new” table with the authorized instructors.
The source, staff listing is the main one, so I’d need to get the info from the “new” table into the main source.
+20Oh so the idea would be, get all of the #2 table into the #1 table, and any changes to that synced table will update in the #1 table.
+31Hmm, I think you’d need to have two automations for this?
The first would trigger whenever a new record gets created in the synced table, and its action would be to create a new record in the main table and link them together
The second automation’s trigger would be from watching the fields of data you’re concerned about in the synced table, and its action would be to update the appropriate fields of the linked record in the main table
+20That’s where I’m headed towards. Automation for new records, and looking for updates. It’ll fill in the fields that both tables have, that’ll work!
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