I have a Tasks table, and an Appointments table, and I often find myself needing to manually link multiple tasks to a a single appointment.
Say we are scheduled to meet with customer XYZ next Tuesday, and I have 30 tasks for them, but I’ll only be able to get to 5 of them next Tuesday. So I want to link those 5 tasks to the appointment.
Is there a way to select those 5 tasks and link them all to one appointment? So far I have experimented with using a checkbox column in the Tasks table, something like “Ready to Schedule”, and that works okay, but it creates multiple records in the Appointments table, with the automation running the script after each row is checked.
Is there a way to have a script run on the selected records (the checkbox on the far left of each row, not an added checkbox column)?
Or am I thinking about this the wrong way? Is there a different approach you would take with this use case? In general I find myself wanting to select several rows and do something with all of them. Schedule them, update a single select status, etc
Appreciate any ideas. Thank you!