Jan 23, 2024 09:27 AM - edited Jan 23, 2024 09:30 AM
I am working on two tables of independent data: Tables A and B. The common denominator for each table is that they have a date value that I and other team members need to track.
I've been able to create an automation where every time a new value on Table A or B is created, a new record on Table C is also created -basically copied- with values from A or B that are relevant for all those accessing Table C.
Where I'm getting stuck is when I update anything on Tables A and B, I'd also like to automatically update the data on Table C, specifically dates but every now and then other values. This would be a simple fix with link to record if I wasn't pulling data from two separate sources, and I can't seem to find how to set up the right automation I need. This is where I am:
Does anyone have any idea how to do this?
Thanks in advance!
Jan 23, 2024 11:56 AM
Update: I might have found a workaround/solution:
Then, I just duplicated the automation for table B and adjusted the mapping.
Most of my test updates worked and I got a few errors that I'm working on but seems to be a -so far- good way to go about this. I'm leaving this on in case someone else got something else to share!
Jan 24, 2024 07:52 PM
I did something like this recently.
You can do this a couple of ways depending on how much granularity on change management you want.
Jan 29, 2024 08:06 AM
Thank you! But wouldn't I need each lookup field to be linked to table A or table B? In other words, in Table C I'd need to have a Lookup A and Lookup B set of fields? Maybe I'm not understanding what you mean on the less work way.