I have tried watching some videos to no avail…
I have a CRM base with many tables.
One is [Leads] which I populate with as many different fields as possible to qualify the company. Since I take the time to populate many fields, I then dig into the company and decide if I want to pass them along to sales but I do not want to loose the history of companies I have researched. So I have a pass/fail check box field that is filtered so only the pass appear in that view. I have this table linked with [Sales] so they can enter into the linked field and simply “pull in” leads from the [Leads] table from the + POP Up window.
What I would like to have happen is when the sales team brings that record into the [Sales] table it “disappears” from the [Leads] table so it is no longer available. I would prefer an updated field action in the leads record so it can be filtered out of view!
I have run a successful TRIGGER in the [Sales] table view by using
(when record enters view) or (when record is updated), using a single select pop up status field in the [Sales] table.
I cannot get past the Action part. I choose the (update record from Table) [Leads], then + Insert data from trigger field. I cannot seem to understand how to get it to "update only the record I pulled into the sales view from leads table or update the same record in the leads view with a new field like single line text that I can then filter out to again make it disappear from view.
Perhaps there is a better way to achieve this result as opposed to jamming all the fields in one table and just filter views. I was hoping to have the [Leads] table as my territory and keep sales in theirs!
P.S. Can you have the action enter a checkbox in a field in the updated record or is it usually a text string or date? like a simple true/false option.