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Re: Automation to Link a record based on date

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ted_ellis
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi, 

I have 2 fields:

Transaction Date - date field

and Month (For Reports) - linked field

What I want is whenever a date is set under transaction date, it should automatically link to the corresponding Month - linked field. 

I know this is doable but I can't seem to wrap my head around how to do this. I hope someone can help me figure this

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TheTimeSavingCo
16 - Uranus
16 - Uranus

If I were you I'd create a formula field that would create the name of the record I want it to be linked to, so:

"BUSINESS " & DATETIME_FORMAT(Date, "DD.MMMM YYYY")

Then I'd have an automation that would trigger if the "Transaction Date" field was not empty and the "Month (For Reports)" was empty, and its action would be to paste the value from the formula field into the `Month (For Reports)` field

This would do what you're looking for I believe

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3 Replies 3
RdMedia_srl
7 - App Architect
7 - App Architect

Hi,

In your "transaction table" you should create an hidden formula field with this code "DATETIME_FORMAT(Date, 'MM')"

where Date is the field where you have the transaction date

You need a table with all the 12 month, like

ID - Name
01 - Jan
02 - Feb
03 - Mar
04 - Apr

then  you need to create an automation that trigger  when a new transaction is created in the "transaction table"

and then 2 action

Find records (where Name il "select month")

Update record with the ID of the month of the previous action

Schermata 2023-04-11 alle 23.20.23.png

I hope is clear, let me know if works 🙂


Rodolfo - RdMedia
TheTimeSavingCo
16 - Uranus
16 - Uranus

If I were you I'd create a formula field that would create the name of the record I want it to be linked to, so:

"BUSINESS " & DATETIME_FORMAT(Date, "DD.MMMM YYYY")

Then I'd have an automation that would trigger if the "Transaction Date" field was not empty and the "Month (For Reports)" was empty, and its action would be to paste the value from the formula field into the `Month (For Reports)` field

This would do what you're looking for I believe

ted_ellis
5 - Automation Enthusiast
5 - Automation Enthusiast

Ahh i knew it was simple. Thank you so much for this input!