Use Case:
I am working on a project where I need to manage relationships and their details using two interconnected tables: “Linkedin Connections” (downloaded from LinkedIn) and “Relationships.” The goal is to automate the process of pulling data (if it exists) from the “Linkedin Connections” table into the “Relationships” table based on the name of the person.
Desired Workflow:
-
Add a New Relationship: Enter a new name “John Doe” in the Relationships Table form.
-
Lookup and Add:
- If “John Doe” exists in the “Linkedin Connections” table, it pulls details like Position, Company, and LinkedIn Profile from the “Linkedin Connections” table.
- If “John Doe” does not exist, it directly adds the entered details to the “Relationships” table.
Initial Setup:
I initially implemented a reference link between the Name field in the Relationships Table and the Linkedin Connections Table. This setup works fine as it opens a window and you can see the names as you type. However, it makes the Linkedin Connections table the main table.
I would like the Relationships table to be the main table, so I tried the following with a Lookup formula:
- Added a column in my Relationships table named “Trigger” with the formula:
Linkedin_Connections.lookupOne(Full_Name=$Name)
This setup works fine for pulling data, but it does not open a lookup window. Therefore, unless you type the name exactly as it is in the Linkedin Connections table, it does not display it.
Request for Help:
Could anyone provide guidance on how to correctly implement these formulas or suggest a better approach to automate this data integration in Grist while making the Relationships table the primary table? Any examples or tips would be greatly appreciated!