Hello Airtable family,
I’m struggling to figure out a solution on this one and hoping that someone might have a viable approach I can try.
We are using Airtable as a small business CRM, and the services/products sold are in an ‘orders’ table, which links to a ‘customers’ table. Each order links to a customer, and each customer can have several orders linked.
When someone calls our shop, it is common that we need to look at their customer record and see information about their orders on the fly. We want to be able to find the customer quickly in the customer table, expand the record, and see particular information about the orders.
Our base is, well, rather complex utilizing nearly 100 columns/data points on each order. Filled with formulas, lookups, calculations and even static fields generated from automation scripts. When we input a new order, we use a view that curates these fields to only the ones needed for input. This is also the stage when an order is linked to a customer record.
The result is that when looking at linked order records from the customer table, it displays columns from the ‘input’ view. Instead, we need it to show a few other fields of our choice. I have tried different ways of linking the records, but the order of information within those linked records always comes down to ‘which view was used when creating that link.’
So I’m looking for a creative solution if a simple one doesn’t exist. I already use several automation scripts, if someone has an idea how to use scripting to map the columns as desired, or maybe change some ‘view’ metadata for linked records. Unfortauntely my own search for solutions has somewhat hit a dead end.
Thanks in advance for any ideas or potential solutions. Any questions, just ask!