I have a form in Thought Journal Entries Table, which includes a client’s journal entry and their email address.
You’ll notice that the “Clients” field is a linked record, to the Clients Table, where I have a list of clients and their email addresses.
Is there a good way to have the Thought Journal entry automatically link the record back to the corresponding client so we wouldn’t have to do this manually every time someone makes an entry?
It doesn’t look like it happens automatically when the email is the same, and I haven’t been able to successfully get an Airtable Automation to have it do the following yet:
- lookup the submitted email address from form in the Clients Table,
- Find which client submitted it, then
- Link the original submission to the original client record
Thanks a bunch for reading this! Sorry if this has been successfully answered before, I haven’t been able to find a good answer yet.