I’m building a client portal with a “Client” table and a “Cases” table.
So far the Clients can sign up then submit their cases. Upon submission they are redirected to a user profile page which shows a list with their cases. It’s beautiful
On the backend in Airtable I wanted to have rollup fields for “# of Cases” and “Lifetime Value” for each Client.
So I added a linked record field for “Client Name” (on the cases table) and added those rollup fields. (I think this is where I’m confused and messed up)
The issue I then had was whenever a client would submit a record to the “case” table, there would also be a new record created in the “Client” table.
Any help would be appreciated.