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‎Sep 29, 2023 02:20 AM
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 Name | Stakeholder |
TEST1 | X |
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:
Project | Stakeholder | Type |
TEST1 | X | Revenue |
TEST1 | Cost1 | |
TEST1 | Cost2 |
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