I sell box plant with suscription.
The customer choose on my website 3 ou 6 month and one on the subscription type : A,B,C,D.
The record come from shopify and come to Airtable.
I want to create a record by month with the product i have to send : for exemple, for 3 month, 3 records with the product i have to delivery.
The record will be :
MONTH1-(ID of the order) : product 1,2,3
MONTH2-(ID of the order) : product 4,5,6
To help, I create a separate table which say :
Subscription A / 1st month = Product 1, Product 2, Product 3
Subscrition A / 2nd month = Product 4, Product 5, Product 6
I do it for all subscription type.
I try some automation but i have some error :
if subscription type is A and this is the 1st month, put on the column “product to send” the product 1,2 and 3
if subscription type is A and this is the 2nd month, put on the column “product to send” the product 4,5,6 and 3
While this could be done using a script, the following solution only involves Lookups and the Create Record action step:
Assuming your Subscription table is set up like this, where each subscription record has 6 fields to identify which products go out at each month:
Then your Orders table could have 6 lookups fields (one for each month), and a setup like this where they indicate the number of months and a link to the appropriate Subscription (the 6 hidden fields are the lookups):
Finally use 2 different automations set up in roughly the same way: one automation for Orders with 3 months, and another automaiton for Orders with 6 months.
The flow of the 3 month Automation would be this:
And each Create Record step would look like this:
Link the Order record from the trigger record ID
Type in the appropriate month number (1, 2, or 3)
Get the list of products to link to from the appropriate Lookup field (select: Make new list of [Linked Record] > Make new list of [ID])