Hi Melanie, if this is a one off and you do not need the tables to link together, I would do the following:
To create the 2020-2021 table:
- Duplicate the
2019-2020 Universal table
- Rename it to
2020-2021 Universal
- In my view, filter out all the records that have
2020-2021 in the Recheck column
- Delete all the records that are in this current view
- Remove the filter
This would leave me with all the records that have the value 2020-2021 in the Recheck field
I would repeat this for the 2021-2022 Universal table
If you need the data to be linked, I would do the following:
To create the 2020-2021 Universal table
- In the
2019-2020 Universal table, create a filter that will only display the records with the value 2020-2021 in the Recheck field
- Have a table called
2020-2021 Universal
- In the
2019-2020 Universal table, create a link to the 2020-2021 Universal table
- Click the column header of the
Name column in the 2019-2020 Universal table. This will select all the values in this column
- Paste it into the link field from step 3 in the
2019-2020 Universal table
This will automatically create a linked record in the 2020-2021 Universal table for all the students that have the value 2020-2021 in the Recheck field
Happy to answer any questions you have!
Hi Melanie, if this is a one off and you do not need the tables to link together, I would do the following:
To create the 2020-2021 table:
- Duplicate the
2019-2020 Universal table
- Rename it to
2020-2021 Universal
- In my view, filter out all the records that have
2020-2021 in the Recheck column
- Delete all the records that are in this current view
- Remove the filter
This would leave me with all the records that have the value 2020-2021 in the Recheck field
I would repeat this for the 2021-2022 Universal table
If you need the data to be linked, I would do the following:
To create the 2020-2021 Universal table
- In the
2019-2020 Universal table, create a filter that will only display the records with the value 2020-2021 in the Recheck field
- Have a table called
2020-2021 Universal
- In the
2019-2020 Universal table, create a link to the 2020-2021 Universal table
- Click the column header of the
Name column in the 2019-2020 Universal table. This will select all the values in this column
- Paste it into the link field from step 3 in the
2019-2020 Universal table
This will automatically create a linked record in the 2020-2021 Universal table for all the students that have the value 2020-2021 in the Recheck field
Happy to answer any questions you have!
Hello Adam!
My husband used automations to create a record in the other tables. It seems to work, but re-reading your directions- I’m wondering, what is the difference between linking records and automation?
Would linking the records change the data as I updated things in the future- both in the previous years records and records moving forward?
Hi @Melanie_Johnson
The difference between Automations and Linking records is, an Automation is an action that is triggered by something in your Airtable. In your screenshot the Automations are creating a new record. A linked record is two tables sharing a set of data between them and changing if the other field changes. For example you have a table of people and a table of tasks, you will want to link the people to the tasks.
Hi @Melanie_Johnson
The difference between Automations and Linking records is, an Automation is an action that is triggered by something in your Airtable. In your screenshot the Automations are creating a new record. A linked record is two tables sharing a set of data between them and changing if the other field changes. For example you have a table of people and a table of tasks, you will want to link the people to the tasks.
Thank you for the explanation! 
