Hi all, I am trying to create an automation where when I add an activity to a person in the first table (which draws from a second table), in a third table it automatically creates a row with the person and activity each as individual entries, which I can manage in a Kanban with a third drop-down option, as outlined below. I want to be able to match each person individually to each activity for this Kanban option, so I can filter and monitor people's responses to an activity overall one at a time.
The problem is, with the automation I've created, instead of creating an individual entry for the latest activity I've added with the person I added it to (see table 3 DESIRED below), it instead creates a row with all of the activities attached to that person (as you see in the last table – table 3 ACTUAL).
The automation goes like this:
- When "activity" is updated in table 1
- Automatically create new entry in table 3
I tried adding a step in between – search for "person" in table 2, where "last modified" is "today" – but when I make multiple changes at the same time to "activity to invite to" in table 1, it still results the same (table 3 ACTUAL below).
Any suggestions for how to resolve this?
Table 1: People
| Name | Activity to Invite To (link to table 2, multi-select) |
| John Doe | Peer Coaching |
| Mary Jane | Learning Group, Peer Coaching |
Table 2: Activities
| Activity | People (link to table 1) |
| Learning Group | John Doe, Mary Jane |
| Peer Coaching | Mary Jane |
Table 3: Tracking Invites (DESIRED)
| Summary (formula for Person + Activity) | Person (link to table 1) | Activity (link to table 2) | Status (multi-select) |
| John Doe: Learning Group | John Doe | Learning Group | Invited |
| Mary Jane: Learning Group | Mary Jane | Learning Group | Confirmed |
| Mary Jane: Peer Coaching | Mary Jane | Peer Coaching | Denied |
Table 3: Tracking Invites (ACTUAL)
| Summary (formula for Person + Activity) | Person (link to table 1) | Activity (link to table 2) | Status (multi-select) |
| John Doe: Learning Group | John Doe | Learning Group | Invited |
| Mary Jane: Learning Group, Peer Coaching | Mary Jane | Learning Group, Peer Coaching | Confirmed |
