Hi guys
Happy Friday!
I was trying to adapt one of the available scripts. However, I failed badly.
Opposite to the script I shared above, I’m using only two tables and in the main, I don’t want to create a template but I want to take a record (only a product name field) from the first table and incorporate it into the second table and assignee this record to a specific client (for that column, I’m using a single select feature). Those two tables are linked to each other by the product name column.
In other words, the first table is containing all our products, while the second table contains multiply of these duplicated records but each of these records is assigned to a different client. Each client’s view is tailored and depending on their profile we share only products that are relevant to their profile.
As our list of partners is growing, this task is becoming time-consuming as each time we need to perform it manually but with the sort of semi-automation, we could actually save plenty of time.
Would appreciate any help in this regard