Please help! Automations

Topic Labels: Automations
450 3
Showing results for 
Search instead for 
Did you mean: 
4 - Data Explorer
4 - Data Explorer

Hello! Please help 🙂 

1. I have an "all expenses" tab where we input all of our event expenses. In this tab one of the columns is "event" where you select what event that expense is tied to. 

2. We also have a "budget summary tab" that includes what was budgeted for each event as well as an "actuals" column next to it for each event. 

3. I am trying to make everything entered in the "all expenses" tab populate the actuals column of the correct event in the budget summary tab. 

3 Replies 3
7 - App Architect
7 - App Architect

Hi hi!

Does your "Budget Summary" have multiple records per event? If so, you may need to make a new tab/table that collects all the data so it displays as one record per event.

From there it's pretty easy to display information from other tables using "Link" fields, "Look Up" fields, and "Roll Up" fields. You can even create interfaces that display the "Look Up" or "Roll Up" cells as a grid, gallery or many other field types. Let me know if this helps 🙂

Hi! Thank you SO MUCH for taking the time to respond. The budget summary is divided into "budget codes", i.e catering, services, ground service etc. For example, our Nu Deco event. The first image are 3 entries in the "all expenses" tab that is coded correctly by budget code, event etc. The second image is the Nu Deco portion of the budget summary tab. You can see what was budgeted and then in the actuals column there is a red triangle and none of the numbers entered for Nu Deco in the all expenses tab have carried over. I really REALLY appreciate your help!

7 - App Architect
7 - App Architect

I'm assuming you've got it set up so you're just linking each data entry to the particular event it belongs to. If all you're trying to achieve from here is to find the sum of a specific field, try using SUM(values) in the rollup formula?

Here's an article to reference for more info on rollup fields: