Hi Dan, I assume you’ve got a linked field or user field or some such in the Events
table that you use to assign team members to an event called “Assigned to” or some such?
If so, I think I would tackle this with the following steps
- Create a
Tasks
table
- Create a link between the
Tasks
table and the Events
table
- Create an automation that will trigger when a record in the
Events
table has a Tasks
linked field that is empty and an Assigned To
field that is NOT empty
- In this automation, have one
Create Record
action per task that needs to be completed, and link each of these records back to the Event
record. i.e. if there are 5 tasks, create 5 Create Record
actions with the appropriate prefilled data, assigned to the person set in the Event
record
The workflow would then be for you to create new events and assign a team member to it, and the automation would automatically create X new tasks, all assigned to that team member
Hi Dan, I assume you’ve got a linked field or user field or some such in the Events
table that you use to assign team members to an event called “Assigned to” or some such?
If so, I think I would tackle this with the following steps
- Create a
Tasks
table
- Create a link between the
Tasks
table and the Events
table
- Create an automation that will trigger when a record in the
Events
table has a Tasks
linked field that is empty and an Assigned To
field that is NOT empty
- In this automation, have one
Create Record
action per task that needs to be completed, and link each of these records back to the Event
record. i.e. if there are 5 tasks, create 5 Create Record
actions with the appropriate prefilled data, assigned to the person set in the Event
record
The workflow would then be for you to create new events and assign a team member to it, and the automation would automatically create X new tasks, all assigned to that team member
Thanks for the suggestion! I’ve been swamped today, so I’m hoping to give this a shot tomorrow, I’ll be sure to let you know how it goes.
I do have Tasks linked to Events - will follow other steps tomorrow. I need to learn how to create an Automation too!