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Question

Automation to create record if does not exist

  • July 25, 2019
  • 0 replies
  • 43 views
I have a Request table, and when a new request is entered, certain values are then taken to create a new record in Table B... issue is that I'm hoping to only have the new record in Table B to be created if there isn't already a match of three values, like a foreign key.

For Example: Contract, Union, Location have to be unique... I have a formula field with these 3 values concatenated together... my question is, would this block the record being made if say Union was a RecID from the Union table?

Thanks in advance.

    I suggest making the Key field of table B be the concatenation of the three values separated by a hyphen.  You can use a form rule to copy the formula value into the Key field which will be  a regular text field.

    Then create a  formula checkbox field called [Contract-Union-Location exists?] and set the formula to be

    true

    Then look that up down to the Request table .

    Then fire an Automation to create the Contract-Union-Location record if the lookup is false.

    • RyanStanford1
    • Author
    • Registered
    • July 25, 2019
    The difficulty is that there's no direct relationship between these two tables... We purposefully did that to avoid the "one-to-many vs many-to-one" relationship conundrum... as multiple locations can be made from the same request.
    • RyanStanford1
    • Author
    • Registered
    • July 26, 2019
    I found a work around for my system... More bringing to the front of "new requst" vs "update request"... As my automation only fires on the "new request".
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