I’m new to Appsheets, so currently learning mostly from my mistakes, watching videos and reading support pages. I need a little help with the automation of an action. I’ve viewed the help sections etc, but nothing jumps out at me.
My question –
I have a ‘Notes Table’ where all customer notes will be held. I wish to automatically copy notes recorded as ‘new enquiries’ into the ‘Enquiry Table’.
I have created a behaviour action titled ‘New Enquiry’. The action works but relies on the manual clicking of the Action Icon.
How can I make it so the process takes place automatically?
Thanks in advance