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I've established a connection between Postgres and Airtable using the search and upsert modules. It functions, but I'm having trouble understanding the specifics, particularly regarding the search module and its formula.
I found a solution in this post: Airtable Integration, Upsert a record - Does not seem to work correctly with Smart Links = ON
For the Upsert to work, I need a formula that, I believe, maps something to a record ID in Airtable. However, I'm not entirely sure why or how this works, and I'd like to understand it better. I essentially copied my solution from the linked post.
In Airtable, I have a table named "Vouchers" where the Primary Key column is called "id". I understand there's a record ID associated with this in some way, or at least a "hidden" column that holds a record ID for each row.
Given this context and the attached screenshots, could someone explain in simple terms what's happening in the Formula field within the search module that makes this setup functional?
Posted : 12/04/2024 8:00 pm
Welcome to the callin.io community,
Try wrapping the {{7.VoucherID}} in " " (square brackets) as shown in my screenshot below. Secondly, I always initiate the search using the column from Airtable and then map it with my variable (as specified in the help text). I'm not sure if this makes a difference as well.
Posted : 14/04/2024 10:21 am
Topic starter
Thanks a lot. It seems to function correctly regardless of the approach. Could you please explain what this formula does in simple terms? I suspect it involves some form of mapping, but I'm not entirely clear on the process. It's working, but I can't quite understand the underlying logic.😊
Posted : 14/04/2024 10:41 am
Glad I could assist!
The search module inspects the 'id' column in your Airtable base and retrieves records matching the 'VoucherID' value.
Posted : 14/04/2024 10:46 am