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Re: Auto-populate Multi-Select Field From Linked Record Field

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Peter_Boychuk
5 - Automation Enthusiast
5 - Automation Enthusiast

Airtable Friends!

I have a linked field that is pulling records from our vendor database, which lives in a separate workspace. This database contains a master list of vendors, which admins update when a new vendor enters the game.

In our main working base that contains the linked field, daily users can then add vendors to a specific record if they are part of that job.

I need to check off that the vendor has been onboarded in a field next to the linked field which contains the vendors name. So I’m wondering if it’s possible to:

-when a user adds a vendor name to our linked field, could it populate a multi-select field with the vendors name as an option? even better, a checkbox field.

15 Replies 15

Holy awesomeness, thank you again! Is there a way to add a “condition” that would not clear the multi select field if there is info in there already?

i.e. add vendor #1, automation runs, adds vendor 1 to multi select then clears that field. vendor 1 passes inspection and i add them back to multi select field manually. vendor 2 signs on, i add them to linked record, but the automation now clears vendor 1 from multi select field.

Instead of putting nothing in the second Update Record step, use the value that field of the record from the trigger. Essentially, you’re saying “put whatever the multiselect value the automation started with back into the field”.

so i’ve made that step dynamic and added the linked vendor field as the option, but now it pretty much mirrors the linked field over to the multi select field when i add/remove linked records.

generally, the functionality i’m looking for is, if i add a linked record to a field, it’ll auto populate my multi select list for me, but any other manual adds/edits to the multi select field a user makes are not affected.

i.e. - if its easier, is there a way where i could have a multi select field sync to a table of records and have it mirror each other?

Your first Update Record step should do this. Your second Update Record step should insert the value of the Multiselect field.

No, at the point why not just use a second Link Records field?

ooo i love the simplicity of the 2nd linked record field. clean and simple! thank you again for all of your help.

mpstaton
5 - Automation Enthusiast
5 - Automation Enthusiast

It's stupid Airtable doesn't allow you to get records from one table and make them Select options for a field in another record. There are so many questions about this. None helpful.