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Copy linked cell value from one table to another

Topic Labels: Automations
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vcsyc
4 - Data Explorer
4 - Data Explorer

Hello,

I am stuck at automation and would highly appreciate help with the issue.

I have the tables:

Projects (linked to operations),

Operations (linked to projects, stakeholders, products, accounts),

Stakeholders

and Accounts.

 

What I am trying to do:

If you create a project, I want to create several rows in Operations table (with template) - one for revenue, several for fixed costs.

But I want to input the Stakeholder and preferably product, when adding a new project.

Scenario:

1. Add project (project name, stakeholder)

Projects Table:

Project NameStakeholder
TEST1X

2. Template created one row for Revenue and several rows for fixed costs in Operations. What I want is to fill in the same stakeholder for Revenue entry in , which was chosen in Project entry.

Operations Table:

ProjectStakeholderType
TEST1X

Revenue

TEST1 Cost1
TEST1 Cost2
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