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I have Database A, which tracks Action Items or scheduled meetings, etc. Basically a to-do list with a "do date" date field and, among other things, a property for priority, and one of those priorities is "scheduled." Something like this:

ActionItem Priority Do Date
AI 1 High 5/9/2022
AI 2 Scheduled 5/9/2022
AI 3 Scheduled 5/9/2022
AI 4 Low 5/10/2022

I also have Database B, which includes details about each date that are relevant to planning my day, like will it be WFH or WFO, did I sleep well or not, blah blah blah...

Like this:

Date Type of Day Sleep
5/9/2022 WFH Good
5/10/2022 WFO Bad
5/11/2022 WFO Bad

I would like to add a column in Database B that relates to Database A, specifically whether an Action Item has "Scheduled" in PRIORITY, but only if it matches the Date field in Database B for that row. Basically, a new column that is "Scheduled Action Item(s) for This Day."

Date Type of Day Sleep Scheduled Action Item(s)
5/8/2022 WFH Good NULL
5/9/2022 WFO Bad Action Item 2, Action Item 3
5/10/2022 WFO Bad NULL

At the moment, when I relate the two databases, ALL of the Action Items show up in the Relations column and there are a LOT across ALL of the days. So I can't easily find the scheduled ones. I've also created a formula field to check a box if the Action Item is scheduled, and then an in-database relationship to return a new property column with the text in the Action Item property if it's a scheduled Action Item. But I'm not really sure how that helps me find a solution to my original problem...

I'm also thinking it might be ideal if the new column, Scheduled Action Item(s) for This Day, in Database B, could autofill from Database A when the Action Item is marked as Scheduled???

Help much appreciated!! Thank you!

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