Automation - record creation of child records for 2 parent records
I am working on converting from a slow template creation process to a faster method using Automations. I think it is possible but I am missing something somewhere and can't find the missing piece. Has anyone done this yet or have a suggestion?
3 tables - Projects, Items, Sites
Projects is a parent to both Items and Sites. Sites is also a parent of Items.
A Project would have a set of Items that would be a template of Items(marked as such) required for each Site. So when I create a Site I need the set of template Items replicated and attached to the Project and the new Site.
Also i need to be able to add many sites at the same time, not just one.
I can create the records but cannot get them attached to the Sites.
3 tables - Projects, Items, Sites
Projects is a parent to both Items and Sites. Sites is also a parent of Items.
A Project would have a set of Items that would be a template of Items(marked as such) required for each Site. So when I create a Site I need the set of template Items replicated and attached to the Project and the new Site.
Also i need to be able to add many sites at the same time, not just one.
I can create the records but cannot get them attached to the Sites.
