Help

Update Date with Manual Change

Topic Labels: Automations
37 0
cancel
Showing results for 
Search instead for 
Did you mean: 
Skimore
1 - Visitor
1 - Visitor

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!

0 Replies 0