I am new to Airtable, and my trad spreadsheet skills are average, so please stick with me. I have checked and can’t see how to complete my base, but I am sure it can be updated to suit my conditions!
I am creating a base to track an individuals career/job search activity that will also act as a personal CRM of the hiring process of each opportunity as it moves into engagement with an opportunity provider (Company).
The base has four tables:
Opportunity Long-List
Listing fields related to sourcing suitable target companies and or jobs found
Opportunity Outreach
Listing only those filtered as appropriate from the Long-list table when a specific condition is met and adding new fields relevant to tracking the hiring/engagement process workflow events to be recorded.
Company
Containing fields relative to core company information such as address web links, core service or products description.
Stakeholder
Records individuals identified as relevant to a specific opportunity or possible influencer or related senior stakeholder to contact if no obvious open opportunities are available.
The issue I have… I wish to move all the fields in a record sitting in Long-list table to outreach table if the condition in the field (column) I call “Review Action” I select from the drop-down options is “Moved to CO”.
When that logic happens, it should take all the data from that record and copy it to the same field named data in the Outreach table - ready for process workflow actions to begin.
Can this be done, I am sure its something you can advise on? Thanks
#staysafe
M
