Best answer

Updating linked records in Airtable with new items to add when items already exist

  • 18 October 2021
  • 2 replies
  • 813 views

Userlevel 1
Badge

We’re in the process of building out some serious zaps into our Airtable database and need some guidance on what will happen if we use zapier to ‘add’ items to a “link to another record” field which already contains values.

We have tables for both Clients and Meetings in our Airtable base which are linked.

Over time, multiple meetings are linked to existing clients. Often we can add new meetings and link just that specific meeting to an existing contact, HOWEVER sometimes we need to update an existing contact and link it to a new meeting (this is caused by the case of sometimes having one meeting attendee and sometimes having two, where attendee 2 is sometimes blank, so we need to run a filter before search/creating attendee 2 as a contact, and this happens after the meeting is already created).

The issue here is that these contacts likely already have various linked items (meetings).

So, my question is, if we run a zap to “add” a new meeting ID to the linked meeting column of a contact, will this:
a) overwrite all existing linked meetings and only leave the one new linked meeting? (bad)
b) add this one new meeting to the list of other items? (good)

If b), then great. No worries. But if a), is there a solution for ensuring we don’t delete data like this in Airtable?

Cheers,
T

icon

Best answer by Troy Tessalone 18 October 2021, 23:25

View original

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Userlevel 7
Badge +14

Hi @Tristan Scifo 

Try this…

First, use a Airtable Find Record step

Then, map the variable for the linked field back to itself in the Airtable Update Record

NOTE: Make sure to put the new linked items first, then separate the existing linked items with a comma.

FIELD: [NEW LINKED ITEMS], [OLD LINKED ITEMS]

 

TIP: When in doubt, test it out.

Userlevel 1
Badge

Thanks Troy, that’ll do it! You’re a legend.