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MichaelM1138's avatar
MichaelM1138
Qrew Trainee
11 hours ago

Auto populate prefilled records

I have a project management app with a main project table and a tasks table which have a one to many relationship.

My desire is to have the tasks table prefill 3 records once a new project is opened. Every project is required to have these tasks assigned so automating this step will streamline the overall flow

Example:

Step 1: New project is open and saved.

Step 2: Task table populates

  • Record #1 Field: Task Name: Value= "Documentation"
  • Record #2 Field: Task Name: Value= "Client call"
  • Record #3 Field: Task Name: Value= "Workflow"
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