UPDATE: I am seeing that you said Purchase Items instead of Purchase Orders…
but the same logic should apply
But these records are Linked? If so, are you opposed to using two Automations to achieve this?
I think you can use the Linked Record’s lookup functionality as a variable to Filter (aka become a Trigger). Have a look at this setup:
so we have brought over the ‘delivery_date’ from
invoices (lookup) but we still have a manual ‘delivery date’ field as well.
So your first automation sets the
invoice ‘delivery_date’ and then you have a second View on
purchase_orders to serve as the trigger:
Cool. So the trigger is when a record enters this view and now you can set the Action. Yours may be different but I just said ‘invoice’ is not empty & ‘delivery_date from invoices)’ is not empty. Finished? Not quite…
…you have lost the thread between the Invoice and the Purchase Order as you cannot pull in a lookup field into the action:
Welcome to Airtable! Now here is your workaround:
You create a new formula field that simply references the lookup field. In my case, ‘dd_in_actions’. Inserting this field as the input to ‘delivery date’ on
So you’ll have one Automation that fires once per
invoice, and a second Automation that runs for each of the
From there, you do not have to worry about these automation overwriting your information because they can only be when they “enter the view” (which I hope is once, unless part of your manual process is to reuse POs ).