Automating

[Andrea2]

Please I need help. I am building a new app for sales team. There is a Pipeline table and a Sign ups table. What I need to achieve is that when a prospect is marked “signed up” in the pipeline certain of the information automatically gets added in the Sign ups table. How can I do this?

[Lynn]

Hi @Andrea Check out this new action.

New Action: Add a Row to a table Announcements

We just added an initial version of a new action ‘Data: add a new row to another table using values from this row’ Please try it and give us feedback. Documentation, etc coming later this week. The brief version is here: let’s consider an example with Orders and OrderDetails as two related tables in an app. Add an action ‘CreateChildRow’ to the Orders table that will add a row to the OrderDetails table. You can specify expressions to assign to each column of this row. For example: Order = [O…

[Andrea2]

Thank you for the response. The rows are not exactly the same in both tables. So for eg, when I sign up a prospect I want only the prospects name to be added to the Sign up table as the rest of the info in that table is a new process that I must follow of data to be captured.

[Steve]

Please investigate the feature @lynn referenced. Your comment suggests you haven’t.