Linking Records that have a matching field
Nate Montgomery @ SmartSuite
Merged in a post:
Link Records by joining on matching fields
T
Tricia Treece
Could there be a way to link records in two tables if they share an attribute instead of doing it manually? For example, the ability to join records from one table to records in another table if one or more tags match similar to what you can do in Microsoft Access. If records in two tables meet the join conditions, the records would become linked automatically. Having to link records manually one-by-one is time consuming.
Nate Montgomery @ SmartSuite
NOTE: Currently, this can be done with a 'Find Record' Automation Step by selecting the Fields you want to watch for matches.
This post relates to a built-in feature to handle this automatically (without automations).
Jon Darbyshire
Hiya Tricia Treece, thanks for this post! I have a few more questions for you:
- Can you provide a specific example of the types of records you are trying to link and the shared attribute?
- How frequently do you need to link records in this way?
- What impact would this feature have on your workflow?