Help with creating new record based on another table


#1

Hello,

Here is my situation: I have a table that holds all content opportunities that we want to pursue. I want to a new record to pop up in my “Content Master” table every time we’ve identified a good opportunity in my “Opportunities” table. For example: we’ve identified that Brand X is a good opportunity but Brand Y and Z are not. Can I make a rule that if I say “Yes” on Brand X that a new record called “Brand X” will now pop up in my “Content Master” table so my team knows to pursue that brand?


#2

I would suggest using multiple views in your ‘Opportunities’ table to sort through the records, where you have you have a ‘Content Master’ view, that filters based on a ‘yes’ value in a yes/no drop down field.