![]() ![]() I have "humans" and "pets" tables, which makes sense. I'm struggling to figure out what my tables should look like. Although Service A is always "Service A" for every pet, the price for Service A changes depending on the pet (for example, Service A will cost more for a heavier dog). A big part of my work is thinking about how I complete tasks by what services I need to do in any given day in other words, Spot might need Service A, Service B, and Service C done, and I care about knowing what services I've already done and what I still need to do for Spot. A pet will not come back for more services again in the future, so it makes sense that we could consider "pet" to be the main unit of analysis (sorry, I'm a social scientist by training, forgive my lingo). The projects themselves occur at the pet level, since one human might come back multiple times with different pets, and all the services for a pet occur at once. Each human can have multiple pets, and each pet can have multiple services. I have (a) the human client, (b) their pet, and (c) the services that they want for their pet. If you’d prefer to have it in plain text, to use in other steps of your Zaps luckily that’s easy.For my small business, I have three levels of information I'm trying to manage. These are still showing up as line items, meaning it’s not going to be easy to use it in later steps. Then in Zapier we get something more human-friendly: We can add a Lookup field in Airtable, to get the name of those levels instead: In this example it’s classes and then levels for those classes (beginner, intermediate, advanced):īy default, here’s what we’ll see in Zapier: Let’s say you have a main table, then linked records in a second table. There’s a simple trick you can use, and it doesn’t involve looking up records by their Record ID. ![]() When you’ve got linked records in Airtable, they can come across kind of funky in your Zaps, showing the record ID instead of anything useful that you can add to later steps of your Zap. How to Work With Airtable Linked Records in Zapier Trigger: Airtable - New Record (then select the view from above)Īction: Whichever app is available on Zapier and not available through Airtable directly. Then I created a view with a filter on that Match field:
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