I have two tables:
Table A: Populated from a form from an external source. It has 3 columns: Customer Name, Customer ID and Entry Date.
Table B: Contains 10 columns of customer information, including Customer Name, Customer ID and Completed. Options for the completed field are Yes/No.
I want to update the Completed field in Table B to “Yes” whenever a customer completes the form/a new entry is added to Table A.
I’ve gotten close and can do it manually by creating a linked field of Customer ID, but is there any way to do it with an automation? I feel like I’m missing something simple.
Thanks in advance for your help.
Welcome to the community, @Mely! This can be done via automation, but doing so will require a script action, which is only an option if your base is in a Pro-plan workspace or higher. In short, the automation would trigger on a new record appearing in
[Table A]. The script would run, read the customer ID from that new record, then search for that ID in
[Table B]. If found, it would update the
[Table B] record. If not, it would just exit without doing anything.
Eventually the hope is that Airtable will add support to automations for conditional logic, which would mean that this could be done without a script. Until that happens, scripting is the only method I’m aware of that would allow this to work cleanly.
If you’d like help with the script and have a budget for hiring a developer to write it, message me and we can discuss the details.