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  • 1.  Auto assign and create tasks

    Posted 08-22-2017 20:03
    We have a table for Opportunities, and another table for Tasks (that has a relationship with the Opportunities table).

    What we need is for every time a new Opportunity is saves, and certain fields are selected, to auto create a Task assign to a specific user for him to approve.

    Is this possible?

    Thank you,


  • 2.  RE: Auto assign and create tasks

    Posted 08-22-2017 20:26
    You should be able to do this with a Quick Base Action