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Linked records not updating across tables

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Elias_Hinderber
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi,

I work for a community development corporation, and am developing a database to store information on businesses, individual properties, and residents/ partners/ misc. individuals. I have organized my base into three tables with the primary fields: Addresses, Business Name, and Contact name. The idea is that sometimes we want information on a property (state of repair, vacancy, etc), sometimes we need info about a business (sector, ownership demographic, etc), and other times we need info on specific people (if they are residents, touchpoints, contact info, etc.). We also want to know how these different sections interplay. For example, if I am looking up a property, I would also like to see what business is in it and who is the business owner and who is the property owner (if we have already collected that information).

Now, for my problem: I want to make it easy for people to add info to this base without having to update each table every time. For example, if I talked to a Jane Doe, a manager of XYZ Tattoo at 1111 N Way, I could go to the “Contacts” table, add Jane’s name and contact info, and select (or add) XYZ Tattoo from the “Business info” linked table field and 1111 N Way from the “Addresses” linked table field. However, when I tried this, the linked information is not updating across all tables. Specifically, while the info in Jane Doe’s record is correct, with the linked fields updated, when I go to the “Business Info” Jane Doe has not populated the linked record field “Contact Name”. To make it more confusing, she has populated the “Contact” field in the "Address record. See Screenshots.

I would like two outcomes, First, for the “contact” field to be updated on the related “business” and “address” records on their perspective tables when those records are selected on the linked record field in the contact table. Second, it would be ideal if, by associating the business and address within the contact record, the business and address would then be associated in their perspective tables even though I did not go in and associate those records in each of those tables. That way, I don’t jjhave to update multiple tables everytime I get new information

Any ideas? Thanks in advance!

Contact Table view
Business info table view
Address info table view

5 Replies 5

Just by seeing your images, to be able to get fields values from other tables you need:

  • Create a Linked Record field :white_check_mark:
  • Add a linked record on that field :white_check_mark:
  • Add Lookup fields to get the values from the linked record fields :x:

It’s seems like you added new Linked Record fields instead of Lookups.

Hi fellow Elias,

Thanks for the reply. I know I can do a lookup field, but that doesn’t get my desired result. Basically, if input an individuals contact info on the “resident/ partner” table, and select their address and business from the link fields within that “resident/ partner” table, I want the “contact name” to be updated on the “property/ address info” table as well as the “business/ organization info” table.

In short, I want the linked field to not just pull data from another table, but also to “push” data onto that other table in the appropriate field. Does that make sense?

Now I’ve read the full post, and think my answer was not so far from the problem :grinning_face_with_sweat:

You have to connect every type of information by their relation. A Business is inside a Property? Reflect that. A Person is owner of a Business? Reflect that. A Person lives in a Property? You know.

Then, you can add as many Lookup fields as you want to “carry on” the information from one table to another (and then to another one). Let’s say a Person has a Business that is inside a Property:

  • Link the Business to the Property and the Business to the Person (had I to say it?)
  • Add a Lookup on the Persons table to get the Property field from the Businesses table.
  • And that’s it, you have in the Persons table the information about the Property where his Business is located.

You can add extra Lookup fields on Business to get address, city, building height, or whatever data you want, and then show it in Persons with the corresponding Lookups.

I think I didn’t understand your full case, but I hope that this is what you need and will be able to apply it.

Reading again, I see you relate each Table with the other two, but that is not correct. It’s logical that if you edit one relation, the other does not updates. Because is ANOTHER different link.

Also, I don’t know how have you setup the links, but this is strange:

  • The first link is ok, cause’ the Person is showing as expected, as in Airtable the relation is bidirectional
  • The second link should work the same, showing Jane Doe in the Contact Name. ¿Can you leave an screenshot of the field settings?
  • Anyway, you won’t get Address in Business nor Business in Properties, as you haven’t filled those fields, that in fact are the “same field”, is the relation between Business and Property.

Captura de pantalla 2022-01-24 a las 22.26.12

I was making this little schema, and just realized I could not name the third relation because you described just 2 relations (as I suggest), but did 3 in your base :grinning_face_with_sweat:

Untitled Diagram.drawio