For work, we support a lot of clients and do the same work for them on a yearly basis. We are managing all of this in one base.
In the base I have the following tables
- A table that lists all of our clients
- A table that tracks our contracts for each of these clients (contracts are renewed annually)
- A workplan table that has the template for the work tasks that we do each year.
While I have my workplan template, I want to be able to automate this list of records for each new contract that is added.
For client A’s 2020 contract I need to do tasks A-Z
For client A’s 2021 contract I need to do tasks A-Z
For client B’s 2020 contract I need to do tasks A-Z
I am getting stuck on how to best set this up to automate or script so that I anytime a new contract is created in table 2, I get the automation of the template tasks created in Table 3.
Does anyone have any ideas on how to best do this?