Re: Referencing other tables automaticallyy

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4 - Data Explorer
4 - Data Explorer


I have a base that contains three tables (Inventory, Budget, and Invoice) in my workflow I select items from the inventory manually and add them to the project budget. After adding them, I have a checkbox field in the budget table that is titled “billable” I am wondering if there is a formula that I can implement on the Invoice table that will automatically pull in a record from the Budget table IF the checkbox on Budget is marked as billable. At the moment, all I see is the potential of doing linked records, but this would mean clicking each one by one with very little ability to verify that I have moved over every single applicable item.

Any help you can offer is greatly appreciated!


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5 - Automation Enthusiast
5 - Automation Enthusiast

@Josh_Levin the new automations should help with this.