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How to update a count based on data from another record

  • September 6, 2024
  • 4 replies
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JeffJohnVol
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Can someone give me some advice on how to update the yellow columns as shown in the example below?

I have a fillout form that the approvers can update the approval status of the applicant. On saving and the record gets updated, I'd like the counts updated.  Would I do this on an automation of a record update of the member approval table?

 

 

Best answer by TheTimeSavingCo

Given that "Applicant"'s a unique ID common to both tables, I'd recommend linking the records in those two tables together, and then using a conditional Count field to display the value you want:

 

   

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4 replies

TheTimeSavingCo
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Given that "Applicant"'s a unique ID common to both tables, I'd recommend linking the records in those two tables together, and then using a conditional Count field to display the value you want:

 

   

Link to base


JeffJohnVol
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  • Author
  • Inspiring
  • September 7, 2024

Given that "Applicant"'s a unique ID common to both tables, I'd recommend linking the records in those two tables together, and then using a conditional Count field to display the value you want:

 

   

Link to base


That makes sense, though I'll need to see how to link the records since the application record is first created, then the other approval records are created as an automation. It's a chicken/egg thing, unless you're able to define a link and then it associates itself after the approval records are created.  Does that make sense?


TheTimeSavingCo
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That makes sense, though I'll need to see how to link the records since the application record is first created, then the other approval records are created as an automation. It's a chicken/egg thing, unless you're able to define a link and then it associates itself after the approval records are created.  Does that make sense?


Ah since you're creating the records via an automation that's linked to the triggering record, try: In your "Create Record" action add the linked field to "Applicants" and put in the triggering record ID


JeffJohnVol
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  • Author
  • Inspiring
  • September 7, 2024

Given that "Applicant"'s a unique ID common to both tables, I'd recommend linking the records in those two tables together, and then using a conditional Count field to display the value you want:

 

   

Link to base


That worked.  Thanks!