I have created a table with all of the accounts/venues that we work with on a regular basis. I have also created a table that I want to reflect the accounts/venue table but it is used to show their availability.
Is there a way to create an automation for when I add a new account into the account/venue table, it will also add that same record in the avails table so I know that I need to get their availability?
I’m assuming your Availibility table needs to include the name of the account/venue in some form
The manual version would just be:
Create a link field between the Accounts table and the Availability table
Every time you create a record in the Accounts table, copy and paste their unique name into the link field, which would automatically create a record in the Availability table
If you’re trying to do this with an automation, this gets slightly more complicated.
If you’re updating the Accounts table via a Form, then, great! You can just set up an automation with the trigger “When record created” and you’re good to go
If not, you’re going to have to set up a field that checks the time since creation like so: DATETIME_DIFF(NOW(), CREATED_TIME(), "minutes")
And then your automation will use “When record meets conditions” where time since creation is more than 1 minute to trigger and create a new field in the other table.
You have to do this because, if you don’t, you’ll end up with records in Availibility with half of the account/venue’s name or something, due to the automation running before you had finished typing in the name.
I’ve set up a version here. You can duplicate it to view the formula / automation
Re: how to make a calendar view
I’m assuming there are multiple available date ranges for each account/venue, so you’d need to have one record for each