Link Tabs to Create New Records



I have two tabs (in the same base) from different teams- marketing and product. I essentially want to create a new record in a separate tab when a record in the Marketing tab requires both “marketing” and “product” or a record in the Product tab requires “Marketing” and “product.” So essentially this separate tab will only pull in tasks required by both teams. Is this possible? And if so- how do I do this? Is there a way for the new tab to pull in records requiring both teams automatically?



Hi Katy

Is the structure of these two tables the same (same fields)?

If so, you may be better off having one table which contains all your data with a Multi Select field allowing you to select Marketing or Product. You can then use filtered views to show Only Marketing, Product or Both types of entries.

I hope this helps?