I’ve got a table where I add records, and I have another table where I’m trying to make an annual summary of all the records I’ve added to the first table. So I should end up with one record for each year on the second table, with multiple records listed in a linked field. This will happen for several tables across the space.
Currently I’m achieving this by having a filter view, to the last 12 months, and then linking the linked field to that view. Then I can just manually select every record that shows up when I press the plus button.
However, I’d like to automate that process. My first thought is that I could use an ‘update record’ automation to somehow update the last record in the Summary Table every time I add a new record to the first table. Then perhaps I could use another automation to create a new row (last record) in the Summary Table each year (I’m not sure if that’s possible).
Or perhaps it’s possible to pick the record to update based on the corresponding date fields ie use a formula field to work out the year of the item in the first table, and then update the record with the corresponding year.
But I don’t really know what I’m doing when it comes to implementing it. Is any of this even possible?
