Link Tabs to Create New Records


#1

Hello!

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?

Thanks!


#2

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?