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Sep 16, 202409:27 AM - edited Sep 17, 202402:48 AM
Hello ,
I have two tables: "Formation 1" and "Formation 2." In "Formation 1," you have fields such as name, surname, email, status, and phone number. In "Formation 2," you have fields like name, surname, order date, email, title, funding, and coach. The two tables are not linked.
You would like to automatically transfer the same information from "Formation 1" to "Formation 2" when the status is "Refused" in "Formation 1." How can you do this using Airtable alone?
Create a synced view of Formation 1 in the base where you have Formation 2. Then create an automation that triggers when the status changes to Refused in Formation 1 and then copy over the fields you need to the other record.
I would recommend making the automation trigger when the records enter a view (View with filter that only has Refused status records). Keeps everything more organized.