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Linking data on multiple tables

  • June 2, 2018
  • 1 reply
  • 13 views
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I want to lookup a record in my contracts table based on 2 fields in my invoices table.

In our example we have a contract with the client, so I have a table with the client name and contract start date and end date. A client can have more than one contract but the dates do not overlap.

When I receive an invoice related to delivering the contract I need to determine which contract the invoice belongs to. The invoice has a client name and a invoice date.

I want to automatically show the correct contract in the invoices table.

How can I use the client name and invoice date to determine the correct contract from the contracts table?

    1 reply

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    • Andrew_Johnson1
    • Participating Frequently
    • June 3, 2018

    I am assuming the client names are unique.
    If not you would want to do ensure this happens.
    Airtable provides you with a Autonumber field which would be helpful in creating the unique client names

    After that I would suggest that you break down your table containing the client name and contract date into 2 different tables.

    1.Client Table
    2.Contract Table

    Use the linked record feature of Airtable to create a relation between the Client and Contract table.

    Now add in another table called Invoices.
    Associate the Invoices table with the Contract table now.

    After that you can use a lookup field to show the correct contract on the Invoices or Client Table.

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