Re: Add Linked Record to a Parent Table from Another Child Linked Record - Button Trigger
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Hi all. Thanks for any help you might be able to offer here. I have tried with some scripts, but am lost at this stage, and maybe my approach is all wrong.
I have a table called 'Projects' which is my primary table. I have two columns in 'Projects' that are linked record type fields. One is called 'Meetings' and it links to a another (child) table where I capture meeting notes, attendees and the date. The other linked record type column in 'Projects' is called 'Tasks' and it is where I record actions for each project row, assign an owner, set a due date, etc.
When I am on the 'Projects' tab and click to expand a linked 'Meeting' record that has been created, I can see the fields and input information mentioned. I have also created a button in the 'Meetings' table which shows on the pop-up that says 'Add Task".
I am hoping that from clicking this button I can close the expanded 'Meetings' view, and trigger to create create a 'Task' linked record (per the same row I am working in). So, I am hoping to create an automation that allows we to generate a record in the other related table which automatically is associated to the same to of the parent (Project).
I hope I have explained that well, and hoping the explanation is clear.
Following are some images of the setup. Image 1 shows the 'Projects' table and linked records. Image 2 and 3 show the 'Meetings' and 'Tasks' tables. Image 3 shows the pop-up screen in 'Meetings' with the button that I would like to create a new task from in the parent (Projects) linked table.
Any help would be appreciated, and maybe there is a smarter way, of course.
