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Create a single record from multiple records (combining multiple records)

  • September 9, 2024
  • 4 replies
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I'm using an Automation to create records for Parent Contract data to be pumped out of Airtable using Zapier. Tables with source data:

  • Family Registrations - contains parent data (names, addresses, etc.)
  • Enrolled Students - student data, including lookup to Classes in which students are enrolled
  • Contracts - data for Zapier to access when creating a contract (sending to DocuSign).

Relationships:

  • Each Family has one or more Enrolled Students.
  • Each Enrolled Student has one or more Classes
  • Each Family gets one contract with all student enrollment data, including classes

I have an automation successfully running for cases where the family has 1 student enrolled in 1 class - the family, student and class data is successfully written into the Contracts table. I use Find Records to generate a list of Classes - when the Length = 1 all's good.  Trying to figure out how to handle multiple classes per student (Length > 1), and eventually multiple students per family (each of who may have > 1 class).  The Contracts table has separate fields for all data up to 4 classes (e.g., class name, teacher name, tuition, etc.) and so the list data needs to be written to the correct field (e.g., List item #1 goes to the set of fields labeled Class1; List item #2 goes to the set of fields labeled Class2, etc.)

There is no Automation Action for Parse Data, so I guess the solution is to use a Script (which I'm not really familiar with, but could pick up quickly) - OR to use Zaper to parse the data and update the record back in Airtable - which I'd rather not do and keep all data manipulation within Airtable - but not a requirement.

Can anyone help?  Thanks.

  

4 replies

Kenneth_Raghuna
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As far as I'm aware, your guess is correct: you need to do this with a script.

I have a few bases running similar automations (make many records out of one) and I've always had to write a script for it.

Let me know if you find another way!


  • Author
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  • 2 replies
  • September 10, 2024
Kenneth_Raghuna wrote:

As far as I'm aware, your guess is correct: you need to do this with a script.

I have a few bases running similar automations (make many records out of one) and I've always had to write a script for it.

Let me know if you find another way!


Thanks - would you be willing to share a simple script to do this?  I understand basic scripting principles and could likely follow.


Kenneth_Raghuna
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The scripts are highly tailored to your base design. There's really no "simple" mode that translates across bases.

Here's the basic process though (you probably already worked this out yourself): 

-Load the record you are splitting into multiple records

-Parse the data and assemble an array of objects where each object has the information for the new records you want to create

-Create the new records using the createRecordsAsync function

I could share some more specifics through a private message if you'd like, I'd prefer not to post them publicly as they were written for private clients.

 


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  • New Participant
  • 2 replies
  • September 12, 2024

Thanks - I'll send you a private message with more details.  Appreciate the help.


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