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Automation: Update Record to link to multiple records instead of overwriting


I am trying to create an automation that will update a record. I want to add a linked record from one field (Field A) to a different field (Field b). Field A will have only one linked record in it. Field B allows multiple linked records.


Right now, whenever i update the record with the info from Field A, it either overwrites everything that was in Field B or it creates a new linked record that merges the info that was in Field A with the info that was previously in Field B.


Is it possible to automate this kind of update?


thanks for any help!


is this possible?

Best answer by ScottWorld

You should be able to have both fields’ values by putting a comma in between the 2 fields.

First choose Field B’s value, then put a comma, then choose Field A’s value.

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant β€” ScottWorld

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ScottWorld
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  • March 4, 2022

You should be able to have both fields’ values by putting a comma in between the 2 fields.

First choose Field B’s value, then put a comma, then choose Field A’s value.

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant β€” ScottWorld


kuovonne
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ScottWorld wrote:

You should be able to have both fields’ values by putting a comma in between the 2 fields.

First choose Field B’s value, then put a comma, then choose Field A’s value.

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant β€” ScottWorld


Just check if there is a value in the original linked record field first. If there isn’t a value already, the comma might cause problems. You can use a condition in the automation to check for the existence of prior linked records.


ScottWorld
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kuovonne wrote:

Just check if there is a value in the original linked record field first. If there isn’t a value already, the comma might cause problems. You can use a condition in the automation to check for the existence of prior linked records.


Great catch! What I wrote above would ONLY work if there was already a pre-existing value. So be sure to use conditions to trap for both situations (pre-existing value & no pre-existing value).


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  • March 4, 2022

Thank you both for your help. That did it!


For posterity and other non-coders out there, i had to add Field B, one comma, and Field B, with NO SPACES between the comma and the fields. and i created two versions of the same action, one with the condition that Field B is NOT empty and one with the condition that Field B IS empty.


PS: it would be great if Airtable prompted some of this coding help, particularly for those of us who use Airtable specifically because we aren’t coders. it could just be part of the help text for this kind of field when building automations.


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  • October 29, 2023
kuovonne wrote:

Just check if there is a value in the original linked record field first. If there isn’t a value already, the comma might cause problems. You can use a condition in the automation to check for the existence of prior linked records.


Hello @kuovonne ! Is this solution still available? I understand exactly what you mean but I can not find the field I am updating available in the options to put it in.. 
It is only the two steps right? The trigger and the update field one - there isn't a third one between them or anything?


kuovonne
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loukas wrote:

Hello @kuovonne ! Is this solution still available? I understand exactly what you mean but I can not find the field I am updating available in the options to put it in.. 
It is only the two steps right? The trigger and the update field one - there isn't a third one between them or anything?


The techniques in this thread still work the same. 

But you have to know the fields that are involved. If you cannot find them, you may have the wrong table.


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  • October 30, 2023
kuovonne wrote:

The techniques in this thread still work the same. 

But you have to know the fields that are involved. If you cannot find them, you may have the wrong table.


I will find it eventually .. Thank you for confirming
If I may ask another one: can we perform math operations in the Create Record fields in an automation ?
For example add two fields with numbers in one of the cells. I can see both numbers I need to use in this case πŸ™‚


kuovonne
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loukas wrote:

I will find it eventually .. Thank you for confirming
If I may ask another one: can we perform math operations in the Create Record fields in an automation ?
For example add two fields with numbers in one of the cells. I can see both numbers I need to use in this case πŸ™‚


Airtable automations do not have native support for math operations. You can use a script to perform math, or you might be able to use a formula field to perform the math.


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