Dynamically share records between tables based on condition

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

Hi all, I’m just learning Airtable but have a question I’m hoping you can help me answer.

I have 2 tables within the same base: Roadmap and Tasks.

I have high level milestones/delivery dates in the Roadmap and detailed Tasks within… you guessed it, Tasks. I keep the milestones from Roadmap in Tasks as well but managing between the two is a pain – I’d like to sync those specific records between the tables.

If I update the record in either table, those updates are carried automatically to the record in the other table.

Is there a way to label specific records in my Tasks table and have them sent to the Roadmap table automatically?

2 Replies 2

Then why are these separate tables?

4 - Data Explorer
4 - Data Explorer

Good question – you’re absolutely right. I guess I can just create a new View that filters out the ‘milestones’ to create a Roadmap view from the same table. Thank you, still learning this tool :slightly_smiling_face: