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Updating Single Select Fields From Updated Linked Records

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GGM
5 - Automation Enthusiast
5 - Automation Enthusiast

I'm creating an online portal to display my tables to users. The online portal I'm using doesn't display linked records on the table so I've had to find a workaround by adding additional fields to display the text from the linked records. I want to be able to create/update linked records field and have it automatically create/update the single select field (which display properly in my portal and has color options). What is the best solution for this?

Here's my table setup:
USERS (LINK) = linked username records from Usernames table
Name (from USERS (LINK)): lookup field to display the username as text
USERS = single select field (this is how I want the usernames to be displayed)

What I want:
Whenever I update or create a record in USERS (LINK), I want it to automatically translate the updated or created record as a single select field without creating duplicates. Currently my single select field USERS is blank. I want it to automatically populate the names from USERS (LINK) and update accordingly if I ever update usernames or add entirely new usernames.

Thanks.

5 Replies 5
sally_andsundry
5 - Automation Enthusiast
5 - Automation Enthusiast

If I'm understanding correctly, there's 2 tables. A user table and a transaction table where the USER singleselect field is.


You can put the single select field in the USER table instead, and look up the single select field in the transaction table. That way it is always up to date!

GGM
5 - Automation Enthusiast
5 - Automation Enthusiast

Yes, I have a USERS table and a PRIMARY table that includes the linked field of users and all related data. The reason I included all those additional user fields is because they were attempts at trying to automate the creation and population of the Single Select Field. The only reason for going through this hassle is because Single Select Fields when displayed in my online portal are more visually distinct than just plain text. I hope this clarifies things! 

USERS (TABLE 1)

NAMES
user1
user2

PRIMARY (TABLE 2)

TASKSCOMPLETION TIMEUSERS (LINK)USERS (SINGLE SELECT)
task1duration1user1user1
task2duration2user2user2

 

What difficulties did you face creating an automation that'll paste the value of the linked field into the single select field?  Not sure what the resulting colors would be so that might be a problem

Highly recommend trying Sally's suggestion about moving the select field to the User's table and using a lookup field first though

So the tables would look something like this?

USERS (TABLE 1)

NAMESUSERS (SINGLE SELECT)
user1user1
user2user2

 

PRIMARY (TABLE 2)

TASKSCOMPLETION TIMEUSERS (LOOKUP)
task1duration1user1
task2duration2user2