How To Link Records In Airtable

Sometimes when new records are created, you might want to link new records to old records. This is exactly what I explain in this article. You will learn how to automatically link a new record to an old record from another table. To explain this, we will walk through the example of a school base. In this base, we would like to connect each new student created with a teacher, basically assigning each teacher to a student. Let's learn how to Link Records Automatically in Airtable.

Here we have two tables as follows:

  1. Teachers table
  2. Students table

To keep everything simple and easy to understand, I have kept minimum fields in both tables. Let's see what we currently have in both tables.

Teacher's Table

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As you can see in the image above, in the teacher's table we have the following fields:

  1. Name: Name of teacher
  2. Class: Teacher's teaching class
  3. Max Students Allowed: How many max students can be assigned to a particular teacher
  4. Students: Linked to students records
  5. createdTime: Time on which record was created

Student's Table

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As you can see in the image of the Student's table we have:

  1. Name: Student's name
  2. Age: Age of student
  3. Teacher: Assigned teacher

Logic or condition for assigning teacher to student

For this example, our logic is very simple, as described below:

  • If a student's age is 5 years, then we assign a standard or class 1 teacher.
  • If a student age is 6 years then we assign a standard or class 2 teacher.
  • and so on...

Implementation of the automation

In order to implement the automation, you need a premium subscription for Airtable. If you already have one, you are good to go. Now let's follow the steps one by one and implement the automation:

  1. Click on the automation icon on the right side and choose: 'Create a custom automation'.
  2. Set 'When a record is created' as trigger of the automation and select the Student's table.
  3. Select 'Run a script' as action of the automation.
  4. Configure input variables as shown in the image below

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Here in configuration we are basically selecting the last created record's data.

Step 5: Now get the code by clicking here and paste it in the script section.

Let's understand what the script is doing here:

  • The script is getting the last inserted data in the teacher's data.
  • Based on the logic that i explained before, it finds the teacher.
  • Then it simply updates the student's record with the teacher's id.

That's all you have to do. Now whenever a new record is created for students, a teacher will be automatically assigned to the student. You can use this kind of automation logic in many different ways, depending upon your needs. Fell free to contact me for a free Airtable consultation by Clicking Here

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