I have a table of sales orders keyed by sales order number. I often get sent spreadsheets with lists of sales orders with the question "What is the state of these?" I'd like to be able to take that list, enter it, and get the lines back for the matches.
I'm struggling with a solution and could use some ideas ...
Hey!
As I see it, you have 2 different approaches:
1) Handle it on spreadsheet.
Export your full view of Sales Orders to Google Sheets.
Paste the list of Sales Orders on a different column somewhere within the sheet, and run a Vlookup formula to get the Status of such Sales Order. You can then Copy and Paste this information to be sent to whomever is asking!
2) Handle it within Airtable.
Create a new table called Status Check, and create a linked field to the Sales Orders table, and call it "Sale Order".
Make sure to set the Sale Order number as a primary field on the Sales Orders table (*see note below).
Copy from the spreadsheet the full list of Sale Order numbers your received for checking the status.
Paste this long list of cells containing Sale Order numbers on the Sale Order field (linked) within the Status Check table.
This will automatically create records on the Status Check table, and have it automatically linked with its original Sale Order.
Create a Lookup field in the Status Check table, to fetch the status field from the original Sale Order field/table.
*Having the Sale Order Number as primary field (top left field) is really important, as it will allow you to automatically link the Status Check record with the Sale Order when the Sale Order Number is pasted on the Status Check table, and the value pasted matches an actual Sale Order Number.
This seems kind of a clunky workaround, but it will def work!
Hey!
As I see it, you have 2 different approaches:
1) Handle it on spreadsheet.
Export your full view of Sales Orders to Google Sheets.
Paste the list of Sales Orders on a different column somewhere within the sheet, and run a Vlookup formula to get the Status of such Sales Order. You can then Copy and Paste this information to be sent to whomever is asking!
2) Handle it within Airtable.
Create a new table called Status Check, and create a linked field to the Sales Orders table, and call it "Sale Order".
Make sure to set the Sale Order number as a primary field on the Sales Orders table (*see note below).
Copy from the spreadsheet the full list of Sale Order numbers your received for checking the status.
Paste this long list of cells containing Sale Order numbers on the Sale Order field (linked) within the Status Check table.
This will automatically create records on the Status Check table, and have it automatically linked with its original Sale Order.
Create a Lookup field in the Status Check table, to fetch the status field from the original Sale Order field/table.
*Having the Sale Order Number as primary field (top left field) is really important, as it will allow you to automatically link the Status Check record with the Sale Order when the Sale Order Number is pasted on the Status Check table, and the value pasted matches an actual Sale Order Number.
This seems kind of a clunky workaround, but it will def work!
https://youtu.be/PuAjRSsE6tw?si=vXj_4o7LSIYazZig
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