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Jul 14, 2023 09:00 AM
I have one table "Companies" it is related to "Campaigns". When I send a Campaign to a Company I want to batch or else automatically link the Campaign to the company.
I see that linked records are not part of the batch Update extension.
Example:
How can I accomplish this?
Thanks!
Jul 14, 2023 10:54 AM
Hi @brechtify, if I understand correctly, this should be fairly simple to do using vanilla Airtable automations. Essentially, the process would be:
Screenshots incoming. Here's the configuration of fields for both tabs:
Next, the configuration of the automation should be as follows:
Just tested this automation, and it worked for me using this configuration. Let me know if it works for you!
Jul 14, 2023 11:13 AM
Thanks. I'm not sure that solves the problem. Maybe I am misunderstanding. Here's a video explanation https://www.loom.com/share/285c8fccb34f47d79242e9b7ceff1dc3
Jul 14, 2023 11:46 AM
Gotcha! Is copying/pasting the linked record in that field an option? Or are companies going to be getting multiple campaigns assigned to them over time?
Jul 14, 2023 11:52 AM
Companies will have multiple Campaigns attached over time and the purpose is to track what Campaigns they have received. Clicking 145 records one at a time to link each one is not a good option.
Jul 14, 2023 10:29 PM
You can do it in both ways, choose any.
1) Add text column to Companies, to paste Campaign name there.
add formula - link field & ',' & text column.
paste formula column to link column
2)You need a 1-record 'helper' table, with Long text field and formula. You can use any testing or not used table for that. Formula is REGEX_REPLACE(Assignee,'\\n',', ') - it convert vertical row of values in a comma separated list. You can maybe use some text editor for that, but Notepad failed to Replace
The idea is to paste the list of companies into campaign link field. It can't be done via Company names, because they contain commas. Value with comma or ampersand pasted to the link field will divide and cause wrong stuff. So, you can add new field in Companies, formula RECORD_ID().
Then paste whole IDs column into helper Long text field, with cell expanded before pasting (to prevent it expand the table). By regex formula, you get the list of IDs, comma-separated. If you paste it into Campaings link field, it will link to all those records.