Hi,
In my quest to automate some off-boarding tasks I have had a hard time understanding how to do what I assume is a simple copy-paste. What I am trying to do is pull a set of pre-defined records from table C, into table B when I update a field in table A.
Are there any wizards out there that can help before I bang my head another 100 times?!
Setup:
Table A contains user records ready for triage.
Table B contains assigned tasks for the employee leaving. Grouped by that employee that is leaving.
Table C contains all the tasks that are available to be assigned.
Workflow:
Currently there are two types of off boarding - Software and Software + Tech.
When Table A is populated with an employee that is leaving the company, we triage whether it’s someone with only software access (Software) or someone that has software access and hardware like a computer or mobile device (Software + Tech).
What I would like to be automated is when the off-boarding type is updated with either Software or Software + Tech, the records and fields in Table C are copied into Table B with the employee that is leaving.
This allows me to add and remove software and their respective admin from Table C so that any current off boarding will only pull the software tasks that are relative to our company at that time.
Thanks in advance you brave souls :grinning_face_with_big_eyes:
