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May 11, 2022 04:05 PM
OK, you’ve seen this a thousand times… 2 tables, table1 is a list of customers & their CRM data. Table2 is a list of Vehicles. One customer can have many vehicles, but one vehicle can have only one customer.
Both the ‘customer’ and the ‘vehicle’ data is being dumped by zapier into their prospective tables. AND lest I forget to add that BOTH tables can/are bringing in the unique ‘customer’ ID. Also, the ‘vehicles’ table will NEVER populate before the ‘customer’ table does.
I’m trying to EITHER add the ‘customer name’ from table1 to table2 OR add the ‘vehicle name’ to table1. And I was thinking about using an automation.
Am i close? lol Please help me get off this stump!?!? :tanabata_tree:
Thanks,
DG
May 11, 2022 05:06 PM
Hi DG
Table 2 has link to Table 1? Add a lookup in Table 2 to the Persons Name in Table 1
samsies for the other question, add a look up in Table 1 to the Vehicle in Table 2
May 11, 2022 06:16 PM
Hey, thank you Vivid-Squid for jumpin! But you might have misunderstood the situation. I can’t link what I don’t have. The vehicle won’t be added at the same time. But when it does come in, it needs to associate with the customer.
I can taste it! It’s right there! WHAT AM I DOING WRONG?!?!? Argh!
Anyway, thanks again,
DG
May 11, 2022 08:14 PM
It sounds like
Create an automation in the [Vehicles] table. You can choose to trigger the automation either when the record is created, or when the record meets conditions. The condition would be when the {customer id} field is not empty, but the {linked customer} field is empty.
The first action will be a “find records” action where you look for records in the [Customers] table where the {customer id} matches the {customer id} in the triggering vehicles record.
Then, have an “update record” action where you update the triggering record in the [Vehicles] table to a new list of the record id from the “find record” action.
May 12, 2022 07:23 AM
OK, so the ‘trigger’ worked.
But when when I get to the ‘action’ it falls apart:
What am I doing wrong? I KNOW that we are close…
II used ‘dynamic’ for the condition. Is that wrong???
Thanks,
DG
May 12, 2022 09:44 AM
It is hard to tell what is going wrong. Here are some standard troubleshooting ideas
Yes, that is correct.
May 15, 2022 12:23 PM
Hahh! Hahh! Hahh! I got it! Turns out I missed one of your suggestions… Thank you… again!!! :grinning_face_with_smiling_eyes:
dg
May 15, 2022 12:34 PM
Lol. Thanks for going back and reading. Which suggestion was it?
May 15, 2022 12:35 PM
zooomed right past it and had them in backwards! :motorcycle: :checkered_flag:
BTW, I saw in another thread where you were starting to talk about having the ability to ‘add’ multiple ‘linked records’ together in one cell with an automation. But I lost it!
Can you point me in the right direction again??? After all, I just made ‘Basic’ today!!! :rofl: (Thanks again!!!)
May 15, 2022 12:59 PM
Sorry. I don’t recall that particular thread.
In general, you set a linked record field in an automation by making a list of either primary field values or record ids. I prefer using record ids, because they are guaranteed to be unique and have no special characters. One way of doing this is by making a list of record ids from a “find records” action.
You can search for the thread yourself, or you can start a new thread. Someone will probably answer you, even if I don’t. There are lots of helpful people on these forums.