Hello!
I'm working on setting up an automation that will update a project with the team names once I approve that person using a check box.
Table 1: Team Members - contains basic info (e.g. - name, contact info)
Table 2: Projects - contains project info (e.g. - project name, team members)
- The field I would like to update is called Project Members, which is linked to the Name field on the Team Members table.
- Right now, I am manually adding individuals by clicking "Add Record", then selecting their names from the list being pulled from Team Members
Table 3: Project Sign Up
- Individuals submit a form to be added to a project. I have a column titled "Approve", to keep track of who all has been added to the project.
- The form includes the Project Name field from Table 2 and the team member's Name from Table 1
Goal: when Approve box is checked, update the list of team members of the corresponding project on Table 2.
Trigger: When a record matches conditions
- Table: Project Sign Up
- Conditions: When "Approve" is *checked*
Actions: Update record
- Table: Projects
- Record ID: Project Name
- Field: Project Members
The trigger seems to be working fine. It's the action I can't figure it out. Please help!
