Advanced Linking: Building a Junction Application in SmartSuite

Тәжірибелік нұсқаулар және стиль

Get ready to dive into the world of junction applications and unlock the secrets to supercharging your data organization! Harness the power of linked relationships to create a whole new level of data granularity. So say goodbye to confusion and hello to efficiency as I break this down step by step!👇
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Learn more at these links: 🔗 👇
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Table of Contents: 📖 👇
00:00 - What this video covers
01:26 - understanding a junction table
02:40 - Building example databases
06:56 - The way NOT to do it
08:43 - The correct way to do it
11:27 - Creating an Auto Generated Title
12:31 - Using a formula to calculate invoice price
15:19 - Final Thoughts
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Software Resources (may contain affiliate links): 💻 👇
SmartSuite - partners.smartsuite.com/8ust3...
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Пікірлер: 8

  • @GarethPronovost
    @GarethPronovost Жыл бұрын

    Grab our free automation training ⚡⚡ garethpronovost.com/webinar-registration Follow along in SmartSuite 👉👉 partners.smartsuite.com/8ust3byf6ihl

  • @danselzer
    @danselzer8 ай бұрын

    Maybe I'm understanding this wrong but the sum in the link to line item detail is the total sum of the subtotals of that app/table, but how do you limit it to only look up the subtotals for a particular invoice? Shouldn't there be somewhere in the formula that says to only be looking at the subtotals that refer to invoice 1001? You say you want to sum all of the related subtitles but how is that limited to the particular invoice?

  • @shaunparfett
    @shaunparfett Жыл бұрын

    Hi Gareth. Thanks as always for the insightful video. I was actually creating an IT Helpdesk Shift Swap base in Airtable (I am still trying to get SmartSuite into my organisation...) and ran into the same situation where automations would not really work without a junction table. I eventually created a junction table and all ended well - some days, the obvious is not apparent! Quick question though re the video which came to mind: how would you structure the Solution you demonstrated, so that future service cost increases do not get reflected in historical invoices? As always, many, many thanks. Cheers Shaun

  • @GarethPronovost

    @GarethPronovost

    Жыл бұрын

    Great question! In that case, each new service cost would be a new record in your system. Otherwise, if you use existing records, it would incorrectly change historic prices in your database!

  • @arneb2768

    @arneb2768

    Жыл бұрын

    @@GarethPronovostWhat do you think of an additional junction table? Like: Invoice > Position > Price > Product.

  • @GarethPronovost

    @GarethPronovost

    Жыл бұрын

    @@arneb2768 totally recommend this where it's helpful!

  • @HealthandBeautyAP
    @HealthandBeautyAP10 күн бұрын

    Timestamp: how to actually create the linked relationship: 9:18

  • @JacobLeeRLEBoardPresident
    @JacobLeeRLEBoardPresident8 ай бұрын

    Going from Airtable to smartsuite is painful. SmartSuite seems pretty beta. I like the idea but I'm finding all kinds of problems. I have tables with 30,000 records, and getting them to link and lookup reliably without crashing is a real problem. Also, the formula field could be better in its ability to format data right now their is no way to get it to spit our a percentage. Right now It doesn't seem to be able to take data from one solution and use it in a formula on another. The product has so much potential but it is not ready for prime time.

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