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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!
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‎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)
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‎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)
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‎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
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‎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?
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