Hm, if I'm understanding you right, you've got a table with Outlook calendar meetings, where one of the fields is a comma separated list of emails
Each of these emails corresponds to a record in the "People" table, and you would like the "Last Interaction" time updated to match the time of the Outlook calendar meeting
If my understanding is correct, the simplest option would be to use an automation and the "Run a script" action to handle this for you
If this isn't an option, I think you'd need to create an automation that would create records in another table per attendee's email by pasting a unique comma separated value into a linked field. You would then have another automation that would trigger based on each newly created record, and its action would be to find the appropriate record in the "People" table and update it accordingly
Hm, if I'm understanding you right, you've got a table with Outlook calendar meetings, where one of the fields is a comma separated list of emails
Each of these emails corresponds to a record in the "People" table, and you would like the "Last Interaction" time updated to match the time of the Outlook calendar meeting
If my understanding is correct, the simplest option would be to use an automation and the "Run a script" action to handle this for you
If this isn't an option, I think you'd need to create an automation that would create records in another table per attendee's email by pasting a unique comma separated value into a linked field. You would then have another automation that would trigger based on each newly created record, and its action would be to find the appropriate record in the "People" table and update it accordingly
Hi Adam_TheTimeSav,
Yes I am trying to have my People table update with the last time I met with someone based on my meetings in my Outlook calendar table. This is to avoid manually entering the last time I interacted with a contact and automate the interactions.
I tried linking the contact name from the people table based on a lookup formula that would look up the emails in the attendees column and match them with the contact name but it was not catching them. Likely because the attendees contain multiple emails which need to be separated as you've pointed out. It sounds like I have to create a unique record of each meeting with the attendees broken out line by line for the same meeting and then match them that way?
Any ideas on a script? Coding is not in my skill set.
Hi Adam_TheTimeSav,
Yes I am trying to have my People table update with the last time I met with someone based on my meetings in my Outlook calendar table. This is to avoid manually entering the last time I interacted with a contact and automate the interactions.
I tried linking the contact name from the people table based on a lookup formula that would look up the emails in the attendees column and match them with the contact name but it was not catching them. Likely because the attendees contain multiple emails which need to be separated as you've pointed out. It sounds like I have to create a unique record of each meeting with the attendees broken out line by line for the same meeting and then match them that way?
Any ideas on a script? Coding is not in my skill set.
> It sounds like I have to create a unique record of each meeting with the attendees broken out line by line for the same meeting and then match them that way?
Yeah that's right. Here's an example base of mine to give you an idea of how to do it
The example works by:
1. Having an automation that finds the relevant template records and pastes them into a specific text field
2. Having a formula field that will format it into a unique comma separated list of values
3. Having another automation that will then paste the values from the previous point into a linked field, forcing multiple record creation
> Any ideas on a script?
You'd probably need to hire someone to do it for you I'm afraid. If you have time to spare JavaScript's an alright language to learn, and if you're comfortable with Excel formulas and the like you'll be pretty comfortable I reckon
