We plan events using a table like the one in this Doc. We’d love to send a survey to gather data on how the event went. I’d love that data to be added to the same row, rather than creating a new row. I’m not great with automations or formulas. Is this possible?
Hello @Rebekah_Harris
Yes, it is possible.
You need to set up a temporary table where the form will insert the data. Then, configure an automation to trigger when the form is submitted. In automation action, you configure to add or modify a row in the actual data table. Optionally, you can delete the row from the temporary table afterward.
Best regards
Arnhold
Hey Arnhold! Is there any way you could help me set up that automation? The Doc should be editable! I created a new survey that will feed into a “Temporary table” - now how do I get those fields into the main table (in this doc, the EVENTS MASTER table)?
Hey
I just edited your doc.
- In the first automation step, configure it to trigger when a new form is submitted in the temporary table:
- The key part is that you can access the form values using Step 1 Result.
- In step 3, configure the action to “Add or Modify” and set a filter. In this case, I set the filter to match the same event name. I had to use the
Trim()formula to remove any whitespace at the end of the event name. If the filter formula matches, the row will be updated; otherwise, a new row will be added. - In the subsequent configurations, simply match the columns from both tables. (I matched three columns as an example, but you can easily map the rest.)
Best regards
Arnhold
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