Hello Airtable Community,
I’m currently working on improving our Airtable system and could use your expertise. We have a setup where participants sign up for trips, and upon signup, we need to automatically generate a billing record. Here's the challenge I hope you can help me solve:
We have a "Trips" table with trips that participants can sign up for, and a "Participants" table with a list of individuals who may sign up for multiple trips over time. When a participant signs up for a trip, we need to:
- Identify the most recent participant who signed up for a trip.
- Create a record in a "Billing" table that links the participant, the trip, and the cost associated with that trip to generate a bill.
The main obstacle is that the participants are existing records, and their signups do not create a new participant record; they're simply linked to another trip. Here’s what we’re aiming for:
- A fully automated process: From the moment a participant signs up for a trip, the system should identify this latest addition and then create a corresponding billing record without manual input.
- Avoidance of complex multi-step automations: We prefer a solution that doesn't involve creating additional junction tables or extensive scripting, keeping the system manageable and user-friendly.
The current setup is as follows:
- A "Trips" table with a linked field to "Participants."
- A "Participants" table with all individual records.
- A need to track the latest participant signup and create a billing record accordingly.
Constraints:
- We cannot rely on the 'Created Time' for participants as they are pre-existing records.
- We're looking to minimize manual processes and complex automations.
Could anyone suggest a formula, automation, or a restructuring of our base that could provide a seamless solution for these requirements? Your help would be invaluable and greatly appreciated.