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Trying to "grab" linked items from a field, and place each into its own field

Topic Labels: Automations Formulas
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Sean_Lake1
8 - Airtable Astronomer
8 - Airtable Astronomer

Hey Gang.

I know there's probably multiple ways to do this but I'll ask.

If there's an automation way of stripping/grabbing two(as there will always be two) linked records in a field and placing the first in the "first instructor) field(email type), and placing the second in the "second Intructor" field(also an email type).

Sean_Lake1_0-1737485431461.png

Obviously, I'd need to grab, each of those and place them in their respective field.

Simple enough, right?

Or if just placing a formula in a field to reflect those emails, that'd be fine too, I guess.

 

thanks

1 Solution

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ATSolutionist
6 - Interface Innovator
6 - Interface Innovator

I think I'm following - 

basically assigning two instructors and want a look up field for the emails both instructors in a two separate field? 

- since its only 2 you could, set the look up to limit # of items shown (one first item, the other last item shown) but you want to ensure you place them in the correct order each time you needed to link them 

ATSolutionist_0-1737488206082.png

 

- i've faced similar challenges when assigning primary / secondary contacts to certain events. Tagging each of them on their linked record doesn't quite work because its varies (they may have more than 1 events but may want to delegate responsibilities to another primary contact) . To make it streamlined from the team we decided to just implement 2 fields linked to contact records for this purpose. 

Katelyn
info@consultasolutionist.com

See Solution in Thread

4 Replies 4
ATSolutionist
6 - Interface Innovator
6 - Interface Innovator

I think I'm following - 

basically assigning two instructors and want a look up field for the emails both instructors in a two separate field? 

- since its only 2 you could, set the look up to limit # of items shown (one first item, the other last item shown) but you want to ensure you place them in the correct order each time you needed to link them 

ATSolutionist_0-1737488206082.png

 

- i've faced similar challenges when assigning primary / secondary contacts to certain events. Tagging each of them on their linked record doesn't quite work because its varies (they may have more than 1 events but may want to delegate responsibilities to another primary contact) . To make it streamlined from the team we decided to just implement 2 fields linked to contact records for this purpose. 

Katelyn
info@consultasolutionist.com

This could work, yes.  Hum.  

For this instance I think it would work, but wondering if there's an automation that might be able to look in a linked record field, and extrapolate said data in field, and place them, either:

---1) a single field, separated by commas

--2) designated fields for each.  Of course, those fields would have to be created so that it could place each, so the number of entries would have to always be the same, as AT wouldn't create fields(that's not very efficient for this task).

 

Yes there is ! If I'm understanding your objective correctly you should be able to place a 'find records' action in the middle of the your trigger and end action

ATSolutionist_0-1737503047909.png

Hope this helps! 

Katelyn
info@consultasolutionist.com
Alexey_Gusev
13 - Mars
13 - Mars

Another type of solution

Alexey_Gusev_0-1737504237563.png

Alexey_Gusev_1-1737504475036.png

First is good, second needs to remove comma.
Added brackets to clarify a part that must be shown .

 

 

REGEX_EXTRACT({field with Emails},',(.*$)')

 

 

Also, added 'emptiness check' to fix #ERRORs

 

IF({field with Emails},
  REGEX_EXTRACT({field with Emails},'^[^,]+')
)

it's not enough for second, we need to check for comma:

 

 
IF(FIND(',',{field with Emails}),
  REGEX_EXTRACT({field with Emails},',(.*$)')
)

Now it's OK

Alexey_Gusev_2-1737505221007.png