Nov 10, 2022 05:45 AM
Morning everyone,
I have a couple of questions about this solution posted by @Adam_TheTimeSavingCo (Thanks Adam, it works really well!): Create records from multiple select field choices
Question 1: Is there a way to populate a field in the new table using data from the multi select? Using the example base linked in the topic above, I would like the 2nd table to look like this after running:
Question 2: Is there a similar function for linked records? I have done the below manually, but the initial table would like this, and then would have the same output on table two:
Thanks,
Jordan
Solved! Go to Solution.
Nov 10, 2022 06:11 AM
Hi @Jordan_M! I’m glad I was able to help
I think the simplest way to handle that would be to add a formula field like so:
SUBSTITUTE(
Name,
{Table 1} & " - ",
""
)
Which would result in:
Same applies for the linked field version I reckon
If you absolutely need a select field, then Mohamad_Swellam’s suggestion re: a script or external service would be the way to go
Nov 10, 2022 06:08 AM
Hi @Jordan_M ,
For question 1:
The short answer is yes, but you need to create a script for that.
Another way would be to use Zapier (specifically Looping by Zapier) to achieve that.
For question 2:
This would be the same as the multi select.
Nov 10, 2022 06:11 AM
Hi @Jordan_M! I’m glad I was able to help
I think the simplest way to handle that would be to add a formula field like so:
SUBSTITUTE(
Name,
{Table 1} & " - ",
""
)
Which would result in:
Same applies for the linked field version I reckon
If you absolutely need a select field, then Mohamad_Swellam’s suggestion re: a script or external service would be the way to go
Nov 10, 2022 07:40 AM
Y’all are awesome, this is perfect!
Just for anyone else that happens to read this in the future, I utilized the “calculation” field to populate the drop down. It may not be the most elegant way, but it does what I want and doesn’t involve script or Zapier!
The basic idea is a separate automation: when a record is created in table two, it updates the “option” single select field to what is in the “calculation” field.
Here is the base with the automation, hopefully I share this correctly: Updated base
Thank you to both @Adam_TheTimeSavingCo and @Mohamed_Swellam !!!
Mar 11, 2023 05:07 PM
@Jordan_M Thank you for sharing this base. I've been looking at ways to build the perfect QA checklist. I'm not sure exactly how your table will fix that issue, but I think it's close. Some way to Connect a checklist; select all the checklist items, and it autogenerates in to a new table.