You have to manually link records in Airtable. There is no automatic linking in Airtable.
However, if you already have a set of records that you need to link, you can do a one-time-only linking of your records by converting a text field (in table #2) into a linked record field that links to records (in table #1). The values in your field in table #2 must IDENTICALLY MATCH THE PRIMARY FIELD VALUE in table #1, in order for the linking to occur.
You could also create an automation that helps you link records in the future, one record at-a-time.
I have been trying to build an automation that attempts to link records that are now being synced into my base from another base. My new table primary field is a student’s name. It is attempting to match a primary field from my main table which is also the student’s name. This has proven to be successful when the student’s name matches. It fails when the student has a nickname or uses a middle name. Makes sense since the primary fields don’t match.
What I wanted to try and build in the automation was to match and link based on a unique email address that exists in both tables. I can’t tell if this just isn’t possible, or whether I’m not setting up or understanding the limitations of the Automation tab.
@Kevin_DiBenedetto Unlike most other database systems, Airtable doesn’t let you link records based on the values of fields.
Because of that, you can only match to an entire record, which is designated by its primary field.
Since the email address is not the primary field, you would need to figure out what the primary field value is for the record that has the email address you’re looking for. Once you have the primary field value, then you can link the records to each other.
I am a professional Airtable consultant and a Registered Integromat Partner, so if you have a budget for this project and need help setting this up, feel free to contact me through my website at scottworld.com (The Integromat link above contains my personal referral code.)
Thanks ScottWorld, that worked for me where endless Airtable videos failed!
But given the amazing functionality of Airtable, I’m surprised that you can’t look up a record entry via a common linking entry (other than a one-off via the primary field). I have linked my tables, but every new record in the first table needs to be manually linked to the second to look up the linked data :frowning: . Is this really true?