Nov 08, 2022 05:09 AM
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?
Nov 08, 2022 06:55 AM
Hm, could you share some screenshots of your automation setup as well as your table please?
Nov 09, 2022 01:32 AM
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.
Weekly Report (Showing links only):
Daily Report (Showing Links Only):
Individual Trades (Links only):
Schema (not sure if this will help):
Nov 09, 2022 03:25 AM
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)
Nov 09, 2022 03:29 AM