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Sep 20, 2024 12:05 PM - edited Sep 20, 2024 12:32 PM
Hello,
I am having trouble syncing records across tables within a single base.
I assumed I needed to enable "Two Way Sync" to get around it, but it appears that this feature is intended for syncing between *different bases*. Based on that, I assume I'm missing something that's causing the problem above.
What am I missing? How can I have two-way sync between two tables in the same base?
TIA,
ML
Solved! Go to Solution.
Sep 22, 2024 10:51 AM
@M_L You can try Byteline data sync to easily configure a two way sync between these two tables of the same base. It keeps running in the background to keep the tables in sync. Now you can update your data in either table, and it will sync to the other table.
So you can use the "Email Reminder Sent?" field in tables A and B as a regular checkbox field. You can edit in any tables and the sync will update in the other table.
Sep 20, 2024 10:03 PM
You're not missing anything I'm afraid. You could try creating an automation to help you with this? You'd create a field in Table A to trigger the automation, and the automation would then look for the appropriate Appointment record in Table B to mark the checkbox, and how to find that record's going to be dependent on your business logic
You might also consider using a List view to display the data from both tables in the same view in an editable fashion:
Sep 21, 2024 11:09 AM
@TheTimeSavingCo , thanks for your response. I looked into the List View, but I don't think the LookUp fields are editable unless I add them in the 2nd row, which with List View hinders other features like the ability to Group rows by a condition.
If I tried the automation route, how complicated would that be? I have the 🔎 solution from another thread which is helpful, but am open to automating if it would allow me to get these fields as editable in this original List View Interface. (They're already there as emoji check boxes, but I can't uncheck or check them!).
Thanks,
ML
Sep 22, 2024 05:54 AM
Hmm I'm confused, with the List view there aren't any lookup fields and everything is editable
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re: If I tried the automation route, how complicated would that be?
It really depends on what your business logic is for selecting which appointment to send the reminder for I'm afraid. If it's the latest Appointment that's linked to the Person, then you could use a lookup field to grab the record ID of that latest Appointment and have the automation use that record ID for the "Update record" action?
Sep 22, 2024 10:51 AM
@M_L You can try Byteline data sync to easily configure a two way sync between these two tables of the same base. It keeps running in the background to keep the tables in sync. Now you can update your data in either table, and it will sync to the other table.
So you can use the "Email Reminder Sent?" field in tables A and B as a regular checkbox field. You can edit in any tables and the sync will update in the other table.
Sep 22, 2024 01:06 PM
@TheTimeSavingCo is correct, I would advise looking at your business process more closely. My suspicion is you have your data structure backwards.
If the checkbox is to indicate that a reminder was sent for an appointment, then the checkbox should exist on the appointments table (Table A).
Then Table B could have either a Lookup or Rollup to indicate if the person was notified for all of their appointments. The formatting might not be exactly to your liking, so you could try this trick:
IF(AND({Link to Table A},{Count Field} = 0), TRUE(), FALSE())
No automations, no syncs, no integrations. Now you have an editable checkbox on the table where it belongs, and a "checkbox" on the other table that is kept in sync with the other one.
Sep 24, 2024 08:44 AM
Thanks for this response. It makes sense that it may be better to move the checkboxes to the other table, however, I'm not able to make that change right now.
Sep 24, 2024 08:45 AM
Thanks for the info! We have lookup fields because as Kamille noted, the checkboxes are on Table B instead of Table A.
Sep 24, 2024 08:48 AM
Thanks @Devinder_Singh , this reminded me that I have a subscription to zzBots which does 2-way sync. Since Airtable can't do a 2-way sync without me paying more, I'm going to see if I can do it through zzBots. The other solutions in the thread were great, but I'm not able to execute them at this point.
Thanks!