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Re: Issue with Automations counting all records in Linked fields

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Rob_Jameson
6 - Interface Innovator
6 - Interface Innovator

Hi everyone,

I've been struggling with counting all records from table A in table, B. I've read multiple forum posts and watched videos, but something is still not working ... so I've come here to ask for any insights.

 

My understanding is that  I need to put all records from Table A into a single linked field in Table B, and then use a Count field to count them.  So I set this up, like in the image

Screenshot 2025-02-04 at 9.11.11 PM.png

Then, I went to Automations and set up two steps:

 

Step one: look for any records and table that are not empty. (Table A is called "Entries" in my base)

Screenshot 2025-02-04 at 8.45.41 PM.png

Step Two: Add an "update record" where the "Table" is the Table B ("Metrics" for me), Record ID is of where I want all the linked records to show, and under "Fields" I added the linked field, and said to show a "List of Records"...

Screenshot 2025-02-04 at 9.01.35 PM.png

This gives "received invalid inputs"... Ive tried all the variations of this I can think of, which all result in this error.... 

Can anyone advise me on the solution?  Also, I just want to confirm this will work as I'm imagining, where whenever a record is added/removed from Table A, this linked field will be updated automatically.  

 

Thank you for the help!

1 Solution

Accepted Solutions

Ah, to apply it to all your existing records try pasting the 'Rollup' value into the entire column:

Screen Recording 2025-02-06 at 3.21.18 PM.gif
---
Also, how would I adjust if I wanted to show a count that meets a condition next to this? For example, on my rollup table, I want to show the count of all entries (which we've nearly solved) AND in the next column, the count of only entries with a multiselect choice of "option A)

Try using conditional filtering for that:

 


Screenshot 2025-02-06 at 3.22.49 PM.png

Screenshot 2025-02-06 at 3.22.45 PM.png

Screenshot 2025-02-06 at 3.22.41 PM.png

And I've updated the original base with this stuff too!

See Solution in Thread

4 Replies 4

Does this look right?
Screenshot 2025-02-05 at 2.56.30 PM.png

Screenshot 2025-02-05 at 2.56.34 PM.png

If so, I'd recommend trying this:

Screenshot 2025-02-05 at 2.56.46 PM.png

This automation will trigger whenever a record is created and will link it to a single record in the other table, which will update the 'Count' field like you want

And yeap, it'd work like you want, once you add / delete a record from Table A it'd update the count on the other table

And I've set it up for you here!

 

Rob_Jameson
6 - Interface Innovator
6 - Interface Innovator

holy wow!! Thank you @TheTimeSavingCo !!!

This is nearly it ...

My use case already has 4000 rows of data in Table A. How would I adjust this to add all the records I already have? 

Also, how would I adjust if I wanted to show a count that meets a condition next to this? For example, on my rollup table, I want to show the count of all entries (which we've nearly solved) AND in the next column, the count of only entries with a multiselect choice of "option A) ?


 

 

Ah, to apply it to all your existing records try pasting the 'Rollup' value into the entire column:

Screen Recording 2025-02-06 at 3.21.18 PM.gif
---
Also, how would I adjust if I wanted to show a count that meets a condition next to this? For example, on my rollup table, I want to show the count of all entries (which we've nearly solved) AND in the next column, the count of only entries with a multiselect choice of "option A)

Try using conditional filtering for that:

 


Screenshot 2025-02-06 at 3.22.49 PM.png

Screenshot 2025-02-06 at 3.22.45 PM.png

Screenshot 2025-02-06 at 3.22.41 PM.png

And I've updated the original base with this stuff too!

Rob_Jameson
6 - Interface Innovator
6 - Interface Innovator

Adam, phenomenal... THANK YOU!! That taught me a lot an makes sense now that I see how you've done things.

Cheers!