I have a weird issue I’m not sure how to solve. I can’t seem to wrap my head around it. I have a base with three separate tabs. The first tab is for all project information, the second tab is for “due diligence” tasks, and the third tab is for billing. I’m using Zapier and linked fields to try to do the following:
When a new project is created, I want to trigger the creation of a list of tasks in the due diligence tab, and then a list of billing breakdowns in the billing tab. The list of tasks and billing breakdowns is the same for each project. I’ve set it up in Zapier and I’m running into a problem. I’ve tried it two different ways.
- When the new record is created, I update the record so the linked field in the project tab is populated with all of the tasks. When I do this for more than one record though, it doesn’t create new records on the linked task, but instead keeps the same records, just linked to more than one project. I have it set up to group by project and then by task category on the due diligence tab, but it doesn’t matter because it is lumping all projects in the same column.
- When the new record is created, I create a new record in the due diligence tab and link it back to the project. The problem I have here is that it creates a long list of tasks, separated by commas rather than separate rows.
I know there has to be a better/easier way to do this and I’m just completely missing it. Any help or advice would be greatly appreciated! The only way I can figure is to create an individual zap for each task/billing item and have it create 37 new records.