Can I have one table populate from another conditionally?


#1

I have a table where each record is a referral.

One of the fields in this table is a single-select field called Status. One of the options to select is “INTAKE.”

What I want is for the record to populate a second table, called Intakes, only if INTAKE is selected from the single-select list.

Is this possible? If so, how??

Thank you in advance!


#2

This isn’t possible directly in Airtable - but is simple to do using Zapier. You would trigger the Zap based on a new record in view (filtered by Status = Intake).

Hope this helps!


#3

Thanks! I had not heard of Zapier but I’m reading about it now and wow, it sounds great. So to do what you suggest, what other app would I be connecting Airtable to in order to do what I’m trying to do?


#4

No other app needed. You’d be doing an Airtable to Airtable zap. Zapier reads from Airtable in one spot, and then writes to Airtable in another spot.


#5

Got it. Ok, I am on the road I think…I’m having a hard time setting up this Zap, hopefully I’ll figure it out because it seems like this is just what I need! Thanks for the suggestion and the help!


#6

Once you get the hang of Zapier it’s pretty simple - here’s how to do this one:

  1. Create a View in your Referral table to filter only those records marked as Intake:

  1. In Zapier Choose Airtable as the trigger app and New Record in View - set it up like this:

  1. Create an Action Step (again Airtable) - Create Record and set it up like this:

As you go through you have to test each step - so you need to have at least one Referral marked as Intake (and hence in your view).

I hope that helps??