Nov 01, 2024 10:47 AM
I’m working with two tables in Airtable: "Application Data" and "Personal Info". Here’s the setup:
Application Data Table:
Personal Info Table:
Goal:
I want an automation that, when the "Reviewed" box is checked in a record in the Application Data table, automatically links that record to the corresponding Personal Info record (based on matching Full Name). Each Application Data record should link to only one Personal Info record, while each Personal Info record should link to multiple Application Data records if the student has submitted multiple applications.
Problem:
I’ve set up the automation as follows:
However, this only works for the first application record. If a student has multiple records in Application Data, the automation doesn’t link the additional application records to the Personal Info record.
Question:
How can I set up this automation to ensure that all Application Data records for the same student (same Full Name) get linked to the correct Personal Info record when "Reviewed" is checked?
Any help would be greatly appreciated!
Nov 02, 2024 01:38 AM
Hmm, your automation sounds fine; you've got it updating the record in Application Data that triggered the automation and so that'll add a new link to the relevant Personal Info record.
What error occurs when the automation runs for the second application record? Could you provide some screenshots of your automation set up?
Nov 02, 2024 12:51 PM
Hi,
Automation works exactly according to the setup. Please clarify what's the problem?
- when you check 2nd, 3rd checkbox for other App Data records with the same Full Name, automation doesn't work?
OR
- you want automation to link this Full Name to all App Data records with corresponding Full Name after you check just one 'Reviewed' checkbox?
to troubleshoot problem, check run history.
for multiple update, use 2 find records actions in different tables then update links based on their output.
you can do it 'from any side', but to update from App Data you will need to use repeating group.