Hi all! I am pretty new to AirTable, and I wanted to ask for advice on creating an automation for an inventory table. I would like to create an automation that:
2.When something never purchased before is purchased on the “shopping table,” the automation will create a new record on the inventory table with the corresponding information.
I was unsure if these should be two separate automations or not. I have also created an automation similar to this before, but one issue I encountered was the creation of a new record even though I only wanted the quantity to be updated.
Any help is greatly appreciated. Thank you!
I am hoping that when I click the checkbox under the “purchased” field in the Shopping List table, the “Movement Table” updates that item’s quantity (if it was purchased before).
I would like the automation to update the movement table because that is the table controlling the quantity by letting users check-in, check-out, and purchase items. The inventory table quantity cannot be manually changed since it is a rollup based on the movement table.
If we never had the item in inventory and I click the purchased checkbox on the “shopping list table”, I would like a new record to be created under the inventory table.
Would this be possible? Thank you.
Hi @ChloChlo ,
This can be done in multiple ways.
Im guessing the Shopping List is not linked to the Inventory Table? This is not a good idea. Because a simple typo in the shopping list won’t make it possible to link the item and might create a duplicate.
You can achieve that with scripts though where it make fuzzy matches