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:
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...
|Date||Type of Day||Sleep|
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)|
|5/9/2022||WFO||Bad||Action Item 2, Action Item 3|
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!