Linking Records in Different Tables Automatically

Hey Steve - Yes there is. You can do this via the “Link to” feature in Airtable:

So let’s take this table with example data:

Here we have a list of clients, and we want to link them to projects - We do this via “Link to” field

Like the above image. Now, in projects, we can see the projects broken out by the client

Hope that helps!

Thank you for that. But don’t I still have to go into each of 350 records individually and create the link? I am trying to avoid that and have the column automatically link to another table based on some criteria in the table I am linking from.

Hey Steve,

When you change the field to a Link_To, providing the Field text is the same, Airtable will automatically link every field

But I still have to go to each cell and create the link to the correct record in the other table?

I have also used Smartsheet and it allows me to copy a formula down a column to do a VLOOKUP:

I’m assuming Field 12 is Project ID?

You shouldn’t have to be doing this at all - I’m not understanding where you’re blocked, if you already have a list of the Client IDs and Project IDs, you can paste those Field12s as a comma separated list?

Field 12 is the Client ID. I would love to just reference a Client ID in my project table, go out to look up that Client ID in my client table, and return an email, address, etc. The only way I see to do that is create Link column and then link a record but do that for each, individual record.

I am thinking I need to use Smartsheet for this since it has a Vlookup capability.

Initially, yes - You will need to use a vlookup to get the data into Airtable, but once that’s done, you should be able to automate the process with Zapier or Integromat

Hey @Steve_T - Try making the first field a formula, instead of the client ID - So it would be something like

{Client ID} & " - " & " {Client Name}

That way you can paste a list of client IDs, and it will do all the lookups for you automatically.