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Dec 14, 2021 11:10 PM
I have two linked tables in the same base i) Accounts ii) Meetings. I would like to update the “status” field (single select) on the Accounts table based on the the “meeting outcome” field (single select) on the Meetings table.
For example if I create a new record in the Meetings table for Account#5 and I set the Meeting “status” field to “Successful”, I would like to automatically change Account#5’s record in the Account table to “Won”. Conversely, if I create a new record in the Meetings table for Account#5 and I set the Meeting “status” field to “Unsuccessful”, I would like to automatically change Account#5’s record in the Account table to “Lost”.
Can this be achieved with automations? I haven’t used scripts and am not a programmer so not to comfortable using that approach.
Dec 15, 2021 12:34 AM
The two tables will need to be linked in some way using linked records so that accounts and meetings can be linked. Then in each table you would use a lookup field to find the status of the meeting/account and set your automations to change the status based on that lookup field.