Hello, please tell me how to synchronize data exchange between two databases through forms
How to implement this data exchange logic between two databases?
STEP 1: The partner fills out the “Invitation to become a partner” form. The data goes into the “Partners” database. This database records:
- Company Name
- Contact Person
- Logo
- etc.
STEP 2: After submitting the form, the partner proceeds to the “Add Delegate” form (via the “Continue/Add delegates” button). IMPORTANT: In this form, the “Company Partner” field (i.e., the company name) must either:
- Be auto-populated, OR
- Allow the partner to select their company from a list (BUT they should only see their own company, not all).
STEP 3: The partner fills out the delegate information in the “Add Delegate” form. The data goes into the “Delegates” database. That database will record:
- Delegate Name
- Position
- Delegate Email
- And a link to the “Company Partner” field (from “Partners”).
🔄 WHAT SHOULD HAPPEN AUTOMATICALLY:
TASK 1: When a new delegate is created in the “Delegates” database:
- An Airtable Automation looks up in the “Partners” database the company that matches the delegate’s “Company Partner” field.
- The automation adds this new delegate to the “Delegates” column in the “Partners” database (a Many-to-One relationship).
✅ RESULT:
- In the “Partners” table, the “Delegates” column automatically shows all delegates of that company.
- In the “Delegates” table, the “Company Partner” column always refers to the correct company from “Partners.”
As a result, the bass should look like this
