Re: Can you automatically create records in one table base on data filtered from another table?

348 0
Showing results for 
Search instead for 
Did you mean: 
4 - Data Explorer
4 - Data Explorer

Here’s what I’m trying to accomplish:

Table 1 contains test cases. The primary field is the test name. Each test has a multiple select for team(s) assigned to run the test (team1 and team2, for the sake of example).

I want table 2 to automatically populate records from Table 1, but those records should only be ones where the assigned team is “team2.”

Currently I’m manually copy/pasting records from Table 1 to Table 2, but there MUST be an easier way…

3 Replies 3
4 - Data Explorer
4 - Data Explorer

Hey @Tom_Roberson, did you find a solution to this? Need to do something similar. Thanks

Hi @Chris_Brownridge and @Tom_Roberson,

I think what you are looking for are Lookup fields. But in this case you need to have the Teams the primary field at least in another table.


5 - Automation Enthusiast
5 - Automation Enthusiast

@Tom_Roberson here’s one method:
Create table1 with primary field test name
Add field to table1. Field type link with record. Add table2 to link field name ‘assign teams’. Enable multiple records.
Try it and let me know.
Multi select is an inefficient way to proceed.
Cheers Neil.