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Using a Form to Create a New Record in Linked (Tertiary) Table


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It looks like it might not be possible to create a form that accesses a linked table, then creates a tertiary record per attached.

4 replies

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  • Inspiring
  • 24 replies
  • February 18, 2023

This should be possible. Here's what I understand:

Table 1
Table 2
Table 3

  • Table 2 includes a Linked-Record field that references Table 1.
  • Table 2 includes a Form view that allows the user to select a Table 1 record via the Linked-Record field.
  • Table 2 includes a Linked-Record field that references Table 3.

The Functionality:

Every time a new record is created in Table 2 via the Form view, and that record is linked to a record in Table 1, you would like that record to then also be automatically linked to some associated record in Table 3.

Is that correct?

If you give me a specific example--perhaps your exact use-case if possible--I can probably tell you how to do it


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  • Author
  • Inspiring
  • 5 replies
  • February 18, 2023
Jeff_Haskin wrote:

This should be possible. Here's what I understand:

Table 1
Table 2
Table 3

  • Table 2 includes a Linked-Record field that references Table 1.
  • Table 2 includes a Form view that allows the user to select a Table 1 record via the Linked-Record field.
  • Table 2 includes a Linked-Record field that references Table 3.

The Functionality:

Every time a new record is created in Table 2 via the Form view, and that record is linked to a record in Table 1, you would like that record to then also be automatically linked to some associated record in Table 3.

Is that correct?

If you give me a specific example--perhaps your exact use-case if possible--I can probably tell you how to do it


Hi there, maybe the following diagram will help? Also, here is a link to my base:

https://airtable.com/shruKrwtvk0k9OEFv

 


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@Samuel_D so you want to create a new Person while also simultaneously creating a new Role and assigning the newly created person to that role?


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  • Author
  • Inspiring
  • 5 replies
  • February 20, 2023
Preston_Swinche wrote:

@Samuel_D so you want to create a new Person while also simultaneously creating a new Role and assigning the newly created person to that role?


I think that sounds right. 


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