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Jun 01, 2018 09:09 AM
Hi all! so i run a property management company and we use airtable to monitor our portfolio.
our main Table is a list of our Property Table, (address, property status, manager, etc).
however we have a separate table of Checklist items for each property. its about 20 items per property so i don’t want to make the Property table another 20 columns wide.
I would like the first four columns of my Property table (address, property status, manager, city) to automatically populate the checklist table. is that possible?
thanks!
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Jun 01, 2018 09:56 AM
If you are creating a link between a Property record and a Checklist record, you can use Lookup Fields to automatically pull data from the Property Table into the Checklist Table.
Does that get at what you are trying to do?
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Jun 01, 2018 10:27 AM
hmmmm…maybe! doesn’t seem to want to pull from my property table but i will keep researching.
appears that lookup only options are from within that respective table
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Jun 01, 2018 10:29 AM
You have to have a link between the records through a “Linked Records Field”.
When you create a “Checklist” record, you’d link it to a “Property” by selecting the “Property” to link it to in the “Linked Records Field” (or you could do it the other way around, when you create a “Property”, you link it to a “Checklist” record, probably by creating a new record with the “+ Add New Record” button).
Once that link is made, you can perform a lookup on fields from the “Property” table from within the “Checklist” table.
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Jun 02, 2018 09:40 AM
i feel like my brain is just missing something. anyone available for a quick skype call? 😃
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Jun 04, 2018 09:47 AM
howdy, just checking in
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