Used Case Scenario:
Table Set Up:
- I have a Requests Table, a Designers Table and the North America Availability Table.
- Requests come into the Requests Table but based on the requested roles, there are automations set to create a linked record in the NA Availability table for each of the requested roles. (i.e. if a request comes in with a request for a coordinator, program manager and a director, 3 new records will be created in the NA Availability table)
- The Designers Table is also linked to the North America Availablity Table so that any requested roles and any designers who are considered for these roles are linked via the Designers Table.
- A new request for a coordinator has been submitted (this record will have an "Open Need" tag) - see image 1
- I originally add "Lisa Bauer" as a potential option (under the Being Considered field) - see image 1
- An automation will create a new record in the same table for Lisa Bauer (with a "Being Considered" tag) - see image 2
- The next day, I decide to also add "Will Getter" as another option (under the Being Considered field) - see image 3
This is where I need your help!
Is there a way to set up the automation so that it will only create a new record for Will? NOT Lisa and Will?
Image 1

Image 2

Image 3

