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Hi Airtable Community,

I have a table with events. New events can be added via a form and various needs can be requested for the event using a multiple selection field.

A record is generated in a second table for each need.

I have currently created an automation for each selection option as I have not yet found a way to do this dynamically. However, as there are now around 30 different needs, I would like to make the automation dynamic. Any ideas for a solution? The problem is that the need has to be named correctly and I can't pull this information dynamically from the multi-selection field.

Thank you and Best

Mirko 

Try using a repeating group action, using the multiple select field as your input:
https://support.airtable.com/docs/repeating-groups-of-automation-actions


I think it would save you a lot of time and headache and give your users a better user experience to by using Fillout in conjunction with Airtable to accomplish this workflow. With Fillout, you can have the user create linked records so you don't have to worry about making a long, convoluted conditional or repeating automation. Also, the form styling is modern and up-to-date. Let me know if you need help with this! 


@TheTimeSavingCo  thank you for your message. That works fine. However, I still have a problem:

For some of my requests, I also have a comment field in the form. this comment field, must also be inserted in the created requests. So if someone selects Watchmaker in the multiple selection and enters something in the comment field, I want a data record with the name Watchmaker to be created in the Requests table that is linked to the respective event, and the comment from the comment field to appear in the Comment field in the Request table.

Any ideas on how to solve this?

 

 

Thank you and best regards

Mirko


@TheTimeSavingCo  thank you for your message. That works fine. However, I still have a problem:

For some of my requests, I also have a comment field in the form. this comment field, must also be inserted in the created requests. So if someone selects Watchmaker in the multiple selection and enters something in the comment field, I want a data record with the name Watchmaker to be created in the Requests table that is linked to the respective event, and the comment from the comment field to appear in the Comment field in the Request table.

Any ideas on how to solve this?

 

 

Thank you and best regards

Mirko


Hmm, I think you'd need to:
1. Create one lookup field per type of comment in the "Request" table
2. In "Request", create a formula field that will display the value of the appropriate lookup field based on the selected staff need


@TheTimeSavingCo  thank you!

That works well. But I still have the problem that if I subsequently want to set another need, the automation is retriggered and all requests are generated again. I'm beginning to think that the only way to solve this is with individual automations for each need.


@TheTimeSavingCo  thank you!

That works well. But I still have the problem that if I subsequently want to set another need, the automation is retriggered and all requests are generated again. I'm beginning to think that the only way to solve this is with individual automations for each need.


Interesting!  Assuming you've already submitted a need for a Watchmaker and you find that you now also need an Engraver, are you saying that you are submitting a form with both "Watchmaker" and "Engraver" selected? 


@TheTimeSavingCo  

Exactly. It may well be that only one watchmaker is planned when the event is first planned. It is then decided later that an engraver is also required. The users only have access to an interface in which they cannot add new entries manually but can open the respective event data record and generate a new record in the "Request" table by selecting the additional needs in the additional selection field.

Currently, the automation that generates a new request is triggered when, for example, "Staff Needs" is updated. However, all options clicked on are then generated. Regardless of whether they have already been created.

Best

Mirko


@TheTimeSavingCo  

Exactly. It may well be that only one watchmaker is planned when the event is first planned. It is then decided later that an engraver is also required. The users only have access to an interface in which they cannot add new entries manually but can open the respective event data record and generate a new record in the "Request" table by selecting the additional needs in the additional selection field.

Currently, the automation that generates a new request is triggered when, for example, "Staff Needs" is updated. However, all options clicked on are then generated. Regardless of whether they have already been created.

Best

Mirko


Hmm, if it's possible to change the workflow so your users don't select needs that they've already previously selected that would be the simplest option

If that's not an option, I'd suggest looking into Fillout.  It's possible to do this natively in Airtable but it's a fair amount of work, so might as well just use Fillout I reckon

 

Hi @TheTimeSavingCo 

Thanks for your message.
I have had a look at Fillout. But the way I see it, that won't meet my needs either. It would work fine for the initial creation of the requests, but if I want to add some Needs later, Fillout can't really help me either, can it?

Best regards
Mirko


Hi @TheTimeSavingCo 

Thanks for your message.
I have had a look at Fillout. But the way I see it, that won't meet my needs either. It would work fine for the initial creation of the requests, but if I want to add some Needs later, Fillout can't really help me either, can it?

Best regards
Mirko


Ah, I was thinking we'd use Fillout's edit record function to let your users add the new need.  So instead of submitting a whole new form for that event, they'd just modify the original submission and add the need there

https://www.fillout.com/help/airtable-update-form


Ah, I was thinking we'd use Fillout's edit record function to let your users add the new need.  So instead of submitting a whole new form for that event, they'd just modify the original submission and add the need there

https://www.fillout.com/help/airtable-update-form


Yes! See my comment on this thread from April 11th. I kind of stopped following when it seemed like @mirkolando was trying to do this natively with Airtable. Would already be working and on to the next thing!


Hi @TheTimeSavingCo 

Thanks for your message.
I have had a look at Fillout. But the way I see it, that won't meet my needs either. It would work fine for the initial creation of the requests, but if I want to add some Needs later, Fillout can't really help me either, can it?

Best regards
Mirko


Fillout can act like form ( i.e. record creation). It can also be used to allow the user to update records after they are created. https://www.fillout.com/help/airtable-update-form


@Brian_Sweeny @TheTimeSavingCo 

Understood. Thak you very much.

I know there is also the function in fillout, to create multiple records in another table with a link record field. 

Multiple Airtable records with a single form using Fillout (youtube.com)

 

But is this also possible with a multiselect field. Otherwise the users cannot choose from a list, but request what they want.

Best

Mirko 


@Brian_Sweeny @TheTimeSavingCo 

Understood. Thak you very much.

I know there is also the function in fillout, to create multiple records in another table with a link record field. 

Multiple Airtable records with a single form using Fillout (youtube.com)

 

But is this also possible with a multiselect field. Otherwise the users cannot choose from a list, but request what they want.

Best

Mirko 


The multi-select field would be in the Needs table labeled something like ‘need type’. The user can select which need type in the process of creating a need.


@Brian_Sweeny @TheTimeSavingCo 

Understood. Thak you very much.

I know there is also the function in fillout, to create multiple records in another table with a link record field. 

Multiple Airtable records with a single form using Fillout (youtube.com)

 

But is this also possible with a multiselect field. Otherwise the users cannot choose from a list, but request what they want.

Best

Mirko 


re: But is this also possible with a multiselect field. Otherwise the users cannot choose from a list, but request what they want.

I don't think so I'm afraid, you'd still need to use an automation to create one record per multiselect option
---

It seems like you really want to let your users use a multiselect field instead of a linked field, and you also cannot get your users to stop submitting requests for needs they've already asked for in the past

If so, I think a possible option is to use a formula field to output a unique text string per Event and Need combination, which can be seen in the field "Text for pasting" below:


You can then use an automation that will paste that output into the linked field, which will do what you need


Link to base


@TheTimeSavingCo @Brian_Sweeny 

Thank you very much for your support. We will adapt our workflow and find a solution that we can implement directly in Airtable.

Best regards
Mirko


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