Hello,
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
Solved! Go to Solution.
Hi @Lee_Yanez,
Have you thought of making the action as an Event action on form save?
You can configure it in the form view under UX ->View–> Behavior option as shown below
Edit: Please simply select the action name against Form Saved Setting and in the action’s configuration pane, please make the action prominance as :Do not display"
Please take a look at the article below as well
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