Automatically Map Relations on Imported Data

1

I’m trying to create a workflow for my capstone project where the user can:

Import external data (copy-paste or sync with the Google Sheets pack, etc). Included in that data will be a reference to the display column of another table in the same doc.
After importing, Coda should automatically create the relation between the newly imported rows and the existing rows in the other table.

An example to clarify:

I import a list of tasks from a spreadsheet. One of the columns contains the name of the department responsible for completing the task.
After the tasks have been imported, Coda goes through each new row, determines if the name of the department in each row exists in the “Department” table that already exists in the same doc, and if it does, creates the relation between the two.

Any help is greatly appreciated!

2

In my experience, coda isn’t always able to do this reliably.

What I’ve typically done in the past is to create a formula button that runs down through the original import value and then insert the relationship after looking it up in the relation table.

It’s a slow process that doesn’t work too well on bigger tables but is fine for smaller ones.

3

Hi Taylor,

Welcome to the community!

Coda will recognise existing links, but will nor create new relationships. In other words, you need to make sure that the entry in the reference table is created first.

Eg Project → tasks. You need to load all the projects first, then load the tasks.

I assume that there are multiple fields in the Project table, hence the need for a separate table. If Project is a table with a single field, I would strongly recommend it to be a select column.