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Create a new record from duplicates

  • September 13, 2023
  • 1 reply
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Hello, I currently have a table which calculates the payment to be made to a person according to the number of hours and their category. Sometimes the same person may have several pending payments.
When this happens, is it possible to create a new field with the added information with automation?

The "Folio" field would be used if this is when the new record should be generated. 

That is, if you have a payment of 100, and another of 200, the automation should detect that you have the same folio and generate a new field where the payment is 300.

 In short, I need the values ​​that it shows me when I group them to be generated in a new record.

 

E
  • Ella11
  • Inspiring
  • September 14, 2023

Personally I would try using a roll up field for this instead of an automation. I can't tell from your screenshots if that is a single table or 2 separate tables but if it is a single table then I would create a second table with a linked record field to the first table and then add a roll up field to calculate the payment based on each Folio. If it already is 2 linked tables, then maybe you could just add the roll up field to which ever is appropriate.

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