I have successfully synced a smartsheet list of data into Coda. Looks great, and love the refresh. It works!
My problem - I can’t pull this information into a formula from another table, or use the automation feature from one table to access the sync table. It seems I am missing something basic, but cant put my finger on it. Any help would be appreciated. Thanks
Jef
Can you show us what you mean by " you cannot access information via formula”?
Hello @Jef_Forward ,
It is indeed really hard to help you without any information.
You could start with a formula on the canvas (type “=“ to start building a canvas formula) and do something like:
TableName.ValueColumn.count()
This simple formula gives you a count of the number of rows in your table. You could user sum() instead of count() to get the total of the values in the column (if these are numbers).
It gives you a start to see if at least your table is accessible.
A spreadsheet type of approach is generally not the way to work in Coda, but a lot is possible once you understand coda’s inner workings.
Greetings,
Joost
Okay - I have made som progress. I will also show examples. I really appreciate the help. I have a synced list of clients from smartsheet, say 100. This list will evolve over the course of a year and change. This synced table inside coda is called “System Smartsheet Sync”
I have a coda table of clients we have manually entered - say 60 clients. This table is called “DB Projects”
I want to run an automation that scans the DB Projects Table and compares against the System Smartsheet Sync Table and adds rows where the clients names dont match.
I am getting close, but not the result I want. When I run the automation, it just returns the first name of my sync project code, multiple times. I am not sure if these screenshots help.
Hello @Jef_Forward ,
There are a few things I see, but to start: make a dummy doc that represents what you are doing (the dummy tables don’t need all the columns that the real tables, but just make ik look similar).
In your explanation, you don’t mention the “Helper Dropdown….”, so it is a bit hard to see what you are doing. In Coda, one of the most common mistakes the mismatching of column types, so your lookups will fail even if the concept might be OK.
I can’t see what you entered in set values, so hard to judge if that is part of the problem.
The code you share with us seems to be not correct: the last closing parenthesis needs to move to the left to close the lookup() function.
In general, we prefer filter() over lookup(), but lookup() is a valid function.
Please share a dummy doc and we’ll probably figure this out for you.
