List linked records not linked

[WaitroseCarpark]

Context:
I am a trader and I have a base that tracks trades that I take.
I can take many trades on one day.
I am attempting to create daily reports for myself, and have created an automation to add trade to my daily report.

However, whenever I add a new trade (record created) and the automation runs, it deletes any other trades previously added to that day.

Anyone know what I should look at to fix?

[TheTimeSavingCo]

Hm, could you share some screenshots of your automation setup as well as your table please?

[WaitroseCarpark]

Sure! Automation below shows one that adds each newly created trade to the correct weekly report. I had same one for daily but same behaviour specified above occurs.

I was wondering if there’s some way that, as I already have daily reports connected to the weekly reports (automation that adds new daily report to weekly report), whether I can skip adding trades to weekly report and just have the weekly report show all trades linked to daily report? If you know what I mean? That would save linking trades to weekly report.

Automation:

Weekly Report (Showing links only):

Daily Report (Showing Links Only):

Individual Trades (Links only):

Schema (not sure if this will help):

[WaitroseCarpark]

Incredible help from @Adam_TheTimeSavingCo

Extra conditional step added to the automation. If no. of existing records (records length) = 0 then (do what I was originally doing).

If records length >= 1 (eg if there is already a record in there), then we add records slightly differently:

Red box shows addition to my earlier automation update record step:

(don’t forget the comma)

[WaitroseCarpark]

Many thanks again @Adam_TheTimeSavingCo for the help!

[laurenCTCL]

These are the best instructions I've seen! However, I keep getting an error that I don't recognize when trying to generate a preview:

What I'm trying to achieve:

1. When a record (email address) on the "People" table has the "Test" checkbox checked,

2. Update the linked "People" field in a specific record (ELECTricity) "Activations" table to include the email from the trigger without overwriting the existing values.

I think I've set it up to follow your instructions:

1. Trigger: When a record matches conditions; "Test" checkbox is true.
2. Actions: Find record where name contains "ELECTricity"
3. Conditional step 1: If records length >1,
   1. Record ID= list of 'Airtable record ID' from the "Find" step
   2. Fields="People" (activations table)
   3. Content="Email (from the first step of matching a condition)",List of records from the found record (value comma list)

Then I get the error!