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Mar 13, 2024 08:39 AM
Hello,
I have an automation that updates the Invoice Table paid column with a checkmark when we receive a Payment in the Payments Table with a matching invoice number. We now have noticed that clients may pay the invoice twice. To document this, I wanted to have a linked column (to my payment table) in my Invoice table that links the matching payment. My automation currently updates the invoice base and will populate the 1 linked record, however if a 2nd charge comes, it replaces the record. I know it is possible to link multiple records in one field (and use rollup function) as I have done this before, but I am struggling with the automation populating both linked records and keeping them. Any solutions? Thanks!
Mar 13, 2024 09:04 AM
you can do this by updating the linked field with the new payment linked record separated by a comma and the old payment value (linked record)
Mar 13, 2024 09:21 AM
So it will populate 2 linked records? I have 2 automations updating the invoice table from the payment tab, if the 2nd automation runs, it will overwrite the linked payment record from the previous automation (1st transaction)
Mar 13, 2024 09:40 AM
it will populate what was in the record before along with the new value. If you have 2 linked records you want to add at the same time, you would need to have to searches that each return a linked record. Then you would add them the same way: search results 1, search results 2
Mar 13, 2024 07:10 PM - edited Mar 13, 2024 07:11 PM
Could you provide screenshots of your two tables and some example data as well? The way to solve this problem varies greatly depending on your base setup
May I also know how the Payments data currently gets populated?