Aug 31, 2020 12:17 PM
I have a base to coordinate internally the progress of construction projects within our company,
Here is how i have it set up
My base consists of multiple tables, here’s a few of them
Table 1 is a list of projects
Table 2 is part 1 of the construction process which has multiple phases
Table 3 is part 2 of the process
Table 4 Track the bidding process
Table 5 Tracks the billing progress
in Table 2,3,4,5 the main column is a formula which copies the date from column 2 which is a linked column to the projects table
Every time a new project gets added to the Project list, i need to create a new record in the other tables so our team can start adding data and track the project, so far i’m doing this manually and i’m looking for a way to automate the process.
Aug 31, 2020 01:48 PM
The creation of new linked records can be done in a variety of ways:
Third party integration with Zapier, Integromat, On2Air actions, or similar.
Airtable’s native automation actions.
A scripting block script, possibly in conjunction with a button field.
Which method you choose depends on
Sep 03, 2020 06:14 AM
Thanks for responding to my question
i do have the pro version of Airtable, i created an automation, but i think i did it wrong. Airtable is creating just a blank record in the second table instead of creating a Linked record.
i prefer doing it myself via Zapier or Airtable cuz i want to improve my Automation skills