I’ve been trying to achieve a simple thing. I want to have Table 1 as database where i can store people information like Name, Personal ID, etc. And I want to import selected information from Table 1 to Table 2. It should autofill and whenever i add a new person into Table 1(the database) it should reflect in Table 2 as well. HOW do i achieve that. So far i’ve tried linked records but then i have to manually press on every single person to import their information. Please help an ignorant soul.
Example:
Table 1 has people personal IDs i want to fill in Table 2 based on these IDs automatically
Question
Import data from Table
+28Hey
What you are really looking for is Lookups! You can read more on these here.
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One way to achieve this is creating a linked record field on “Table 2”.
After creating that field setup a form, have this form include the information for a new employee that you will need. Select the table as “Table1” as this is where you want the information for the employee saved. Save this link to the form once complete.
Once you have created the form you will go into “Automations”. In automations create a new automation with the trigger “When a form is submitted”. Select the Table as “Table 1” and your form as the new form you created. Then select “Add advanced logic” and “Create Record”.
In “Create Record” select the table “Table 2”. If you only need the link setup you can then choose that linked field and choose “Airtable Record ID” from the trigger “When a form is submitted”. Turn on automation
This will have the function of when you create a new person with your form it will be added into Table 1 and then the automation will create another record linked to Table 1 in Table 2.
To display the information in table 2 you can either do a rollup field or a lookup depending on your needs
I do this type of thing all the time and here’s how i do it:
Base Structure
- Create Table A and Table B
- Create linked record between the two tables
Flow
- Record is created in Table A
- Create automation:
- When record is created in Table A
- Create record in Table B and put recordid in linked record field in Table B
- In Table B, you can add all fields in Table A as lookup fields or setup the same fields and copy the info in
Example:
In this use case, I have a table of annual budget lines. When we “lock the budget”, it copies the record info into another table where we can make edits to forecasts that is more live/interactive for daily income tracking. On the right, I have the Table A record ID in the “Original Budget” field of Table B, so there is a link for lookups if needed. I take it a step further here by copying data over into editable fields. This allows edits to lookup data while preserving the original lookup data.
Hope this helps!
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