To extract the project number, you’d use a formula, but there aren’t currently any formula functions that can create links to records in other tables. Formulas can’t even view other tables. I can definitely see the usefulness of the idea, though. Perhaps add a request in the Product Suggestions category.
If you follow Justin’s suggestion and use a formula to isolate the project number you can add a Link to Another Record field next to it and just copy and paste the whole column, assuming the {project number} is the primary field in your rProjects] table
how are you importing from Quickbooks, is it a Zappier/Integromat integration? If so, I’m usually able to separate source data into the proper Airtable field within the integration setup.
If you follow Justin’s suggestion and use a formula to isolate the project number you can add a Link to Another Record field next to it and just copy and paste the whole column, assuming the {project number} is the primary field in your rProjects] table
how are you importing from Quickbooks, is it a Zappier/Integromat integration? If so, I’m usually able to separate source data into the proper Airtable field within the integration setup.
I did just cook up a modification to my Zapier import of the QB data that does what I want. It creates the new record from QBO, then searches one table for the value I need, searches the second table for the newly-added record, then adds the entry needed if there’s any match.
Figured I would have to turn to Zapier, but I wanted to check on any built-in possibilities first.
