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Sep 06, 2024 03:06 PM
Can someone give me some advice on how to update the yellow columns as shown in the example below?
I have a fillout form that the approvers can update the approval status of the applicant. On saving and the record gets updated, I'd like the counts updated. Would I do this on an automation of a record update of the member approval table?
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Sep 06, 2024 06:54 PM
Given that "Applicant"'s a unique ID common to both tables, I'd recommend linking the records in those two tables together, and then using a conditional Count field to display the value you want:
Sep 06, 2024 06:54 PM
Given that "Applicant"'s a unique ID common to both tables, I'd recommend linking the records in those two tables together, and then using a conditional Count field to display the value you want:
Sep 06, 2024 07:20 PM
That makes sense, though I'll need to see how to link the records since the application record is first created, then the other approval records are created as an automation. It's a chicken/egg thing, unless you're able to define a link and then it associates itself after the approval records are created. Does that make sense?
Sep 06, 2024 07:59 PM
Ah since you're creating the records via an automation that's linked to the triggering record, try: In your "Create Record" action add the linked field to "Applicants" and put in the triggering record ID
Sep 06, 2024 08:07 PM
That worked. Thanks!