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Automation to Link Multiple Records in 1 field

Hello,I have an automation that updates the Invoice Table paid column with a checkmark when we receive a Payment in the Payments Table with a matching invoice number. We now have noticed that clients may pay the invoice twice. To document this, I wan...

tahsinh by 4 - Data Explorer
  • 294 Views
  • 4 replies
  • 0 kudos

Search and Update Record Between Tables

Hello,I am trying to set up an automation where if the invoice number column of a record in the "Payments received" table matches the invoice number column of a record in the "Invoice" table, it will update the "Invoice" table record with a checkbox.

tahsinh by 4 - Data Explorer
  • 201 Views
  • 1 replies
  • 0 kudos

Resolved! Linked selection fields

Hello, I have a problem. I have a client table, a sector table, and a date time table. So I'm linking a client with one sector and some dates. What I need to do is another table to set meetings. I need a form where a company can write the company nam...

GonzaloP by 5 - Automation Enthusiast
Solved
  • 482 Views
  • 6 replies
  • 1 kudos

How to stop the automation overwriting data?

Hi!  Using an automation designed to send and collect wedding rsvps via a form - I customised the automation to use it for our events company.The automation uses a CRM/Contacts table, a RSVP table to collect the new responses, and a form linked to th...

Matching records using fields from two different tables

Hi there! I want to create two tables that create "matches" based on certain criteria's between the two tables. The one is for houses, the other for people who are looking for a certain house. As soon as a match is found, a signal needs to be send to...

jerra by 4 - Data Explorer
  • 306 Views
  • 3 replies
  • 0 kudos