Update Date with Manual Change

[Skimore]

Hello,

I have seen a few different solutions for questions related to my issue, but nothing seems to work still. I am going to hopefully explain this in the most concise, but detailed way possible.

Overview:

We have 2 tables that I am trying to make communicate. 1 table is an intake form with a production calendar view. The other table is an overall production calendar with many different views for different key stakeholders. We have an automation set up so whenever a client submits a request, it also get sent over to our overall production calendar.

Problem:

The problem is that the launch dates for these clients often changes and in return we need our overall production calendar to update whenever our intake manager moves the date on the intake calendar.

Our current process:

1. Someone submits a form.
2. It is automatically added to the intake calendar.
3. We have an automation set up to push this to our production calendar.
4. Our intake manager will then move the date on the intake calendar to align with our calendar better.
5. We then need the overall production calendar to also update when they make a change on the intake calendar.

I have been trying everything under the sun and I can't seem to figure out how to make this update. Any help would be appreciated!

[TheTimeSavingCo]

Hm, if you don't need to modify dates in the Production Calendar the simplest way to deal with this might be to just use a lookup field to display the date from the Intake Calendar, but I assume this isn't possible for business reasons?

With reference to step 3, I'm assuming that automation also links the Intake record to the Production record

And so you could try:
1. Create a checkbox field in the Intake Calendar that says "Update on Production" or something
2. Create an automation that triggers when the checkbox field is ticked
3. Give it an "Update record" action and use the record ID of the linked Production record, and update it with the new date in Intake Calendar
4. Give it an "Update record" action and update the triggering record in Intake and clear the checkbox

I feel like you probably have already tried this though, so let me know what issues you're facing and I'll see what I can do to help!