Re: Automatically link tables and don't create duplicates
Hi everyone!
I have a form for a warranty claim. Once customer submit it, the data is visible in table "RMA" for approval. I have another table named "customers" ("Stranke" in my language) which is linked to the table RMA and where I have a list of all customers (so that I can quickly see how many request or warranty cases specific customer have). I managed to automate that once the form is submited, it automatically create that customer in the table customer and link it to the RMA table. Now I stumbled upon one problem. If I have the same customer submitting the form multiple times, it always create a new one. So I have duplicated customers. Does anyone know how can I fix this?
Thank you!
If each customer has a unique identifier (e.g. their email), and you're willing to make that field the primary field of "Stranke", you could try an Update Record action that will update the new record in "RMA" by pasting the customer's email into the linked field to "Stranke". This will automatically link or create a record in "Stranke" based on whether that email already exists
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If you don't have a unique identifier / can't change the primary field of "Stranke", then you'll need to use an automation to search "Stranke" to see if that customer already exists, and use conditional logic to determine what to do.
