Each year I screen every kinder student and determine whether they’re OK, need speech service, need a recheck in 1st grade, or a recheck in 2nd grade.
I’ve created a table for the first year- but I cannot figure out how to automatically move students from the 19-20 table into the 20-21 or 21-22 tables if they have data in the recheck field. If they are OK or receive service and meet mastery, or are disenrolled, (unshown fields) they do not need to transfer to the new tables.
I also only need certain fields of data to move from the current table into the other 2 tabels (Student name, DOB, sounds) as the grades/teacher names will all change as they shift from grade to grade.
My husband used automations to create a record in the other tables. It seems to work, but re-reading your directions- I’m wondering, what is the difference between linking records and automation?
Would linking the records change the data as I updated things in the future- both in the previous years records and records moving forward?
The difference between Automations and Linking records is, an Automation is an action that is triggered by something in your Airtable. In your screenshot the Automations are creating a new record. A linked record is two tables sharing a set of data between them and changing if the other field changes. For example you have a table of people and a table of tasks, you will want to link the people to the tasks.