I'm pretty sure I'm over thinking this process so I apologize in advance if this is obvious to most.
I have a field in Table 1 which when data is entered, I'd like that data to automatically create a new record in the primary column of Table 2.
Table 1 is my ideas bank and when I have created a "Working Title" (field name in Table 1) for that idea, I'd like the title to be automatically added to Primary Column in Table 2, thus creating a new record.
Really hope this makes sense.
Any help appreciated.
Best answer by TheTimeSavingCo
Hi Kerry, if I were you I'd:
1. Create a link between Table 1 and Table 2 2. Create an automation that would, on creation of a record in Table 1, create a record in Table 2 and link it to the triggering record 3. In Table 2, add a lookup field to the "Working Title" field from Table 1 4. In Table 2, change the Primary Column to a formula field, and make it display the lookup field from the previous step
This way any changes you make to the "Working Title" field in Table 1 will reflect in Table 2 automatically
1. Create a link between Table 1 and Table 2 2. Create an automation that would, on creation of a record in Table 1, create a record in Table 2 and link it to the triggering record 3. In Table 2, add a lookup field to the "Working Title" field from Table 1 4. In Table 2, change the Primary Column to a formula field, and make it display the lookup field from the previous step
This way any changes you make to the "Working Title" field in Table 1 will reflect in Table 2 automatically
