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Update linked field that has multiple values

posted Dec 20, 2023 2:55:01 PM

Topic Labels: Automations

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I have a summary table that is comprised of a single row with a linked field (projects) containing multiple values, then a series of rollups with $ calculations based on project status back in the project table.

I would like to automate the addition of new projects to the summary table linked field when projects are created in the primary table, and also automate the deletion of those linked field values when projects are completed.

I'm unsure how to best accomplish this in an automation. Are there any suggestions?

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