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Update multiple records based on a condition

alliremember

Hi, 

I have been trying to do this all day with no luck so I'm hoping someone can save me from my oncoming rage ðŸ˜‚. 

I have a base with 2 tables, one is a Master List and the other is a Sapphire Customer List.

In the Sapphire Customer List I have a single select field for "promo?" which is set to yes or no.  

In the Master List I have a multiple select field called "Promo team" with product names as the options. 

If a record is set to "yes" in the "Promo?" field of the Sapphire Customer List I want the "Promo Team" in the Master List to automatically add "Sapphire" to the field. I have linked both records and have a lookup field in the "Master List" showing the "yes" from the Sapphire Customer List.

So basically, if a customer agrees to promo a product, I want to be able to see that for each product they've agreed to in the master list multiple select field. I hope that makes sense! 

Please help me (Obi Wan Kenobi, you're my only hope) 

4 replies

TheTimeSavingCo
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Hmm, would something like this work?

Link to base

Adam, Consultant @ The Time Saving Co
alliremember
  • alliremember
  • Author
  • New Participant
  • 1 reply
  • October 24, 2024
TheTimeSavingCo wrote:

Hmm, would something like this work?

Link to base


Thank you so much for your help! This works for a single record, but what I'm struggling with is how I get it to look at all the relevant records. There are hundreds and I'm looking for an automation that will check every record and where there is a "yes" in the promo add Sapphire to the promo team. 

To be honest at this rate I could have done it manually and have been done hours ago but I refuse to be defeated unless someone with more knowledge tells me it can't be done ðŸ¤£

TheTimeSavingCo
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  • TheTimeSavingCo
    TheTimeSavingCo
TheTimeSavingCo
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alliremember wrote:

Thank you so much for your help! This works for a single record, but what I'm struggling with is how I get it to look at all the relevant records. There are hundreds and I'm looking for an automation that will check every record and where there is a "yes" in the promo add Sapphire to the promo team. 

To be honest at this rate I could have done it manually and have been done hours ago but I refuse to be defeated unless someone with more knowledge tells me it can't be done ðŸ¤£


Ah, so this is for past records?  If so, try this:


It's going to add a new blank option in the "Promo team" field, but you can delete it once this automation finishes running.  You'd just need to test the automation once and it should look for all the relevant records and do this for you

I've added this automation to the linked base too!

Adam, Consultant @ The Time Saving Co
Alexey_Gusev
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  • Alexey_Gusev
  • Brainy
  • 1119 replies
  • October 24, 2024

Hi,
So you can filter the Master list to show filtered list of records, where you want to add 'Sapphire' to the 'Promo'?
it's very simple, indeed. Add formula field 

 

{Promo}&',Sapphire'

 

copy-paste whole result column back to the Promo field.
I created 'old/new Promo' just for example

TheTimeSavingCo
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  • TheTimeSavingCo
    TheTimeSavingCo

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