Automation Help with templates
I have 3 tables - Projects, Tasks, Sites Projects is a parent of Tasks and Sites Sites is a parent of Tasks You create a project and then a template list of tasks and can choose to assign them to...
Forum Discussion
I was working on another automation that required me to think a different path and that helped me see the key and now I have it resolved. Below is an overview. And yes if you have 10 tasks that you check the Automations will add all 10 to the Sites.
It requires 3 Automations -
Automation 1 -
Trigger - Task table - Field Add to all Installs is modified to checked
Action - Project table -Related Project had Field 'Everyone Needs this Task' is updated with the Task record #
Automation 2 -
Trigger - Project table - Field Everyone Needs this Task is modified
Action - Sites table - sites related to project has the Field 'I need this task number added to me' with the 'Everyone Needs this Task' from the related Project
Automation 3 -
Trigger - Site table - Field 'I need this task number added to me' is modified
Action - Copy record from the Task table to the task table with record# equal to Site table - Field 'I need this task number added to me'. Just remember to copy the Schedule Record ID# to the Related Site in the Task table
It requires 3 Automations -
Automation 1 -
Trigger - Task table - Field Add to all Installs is modified to checked
Action - Project table -Related Project had Field 'Everyone Needs this Task' is updated with the Task record #
Automation 2 -
Trigger - Project table - Field Everyone Needs this Task is modified
Action - Sites table - sites related to project has the Field 'I need this task number added to me' with the 'Everyone Needs this Task' from the related Project
Automation 3 -
Trigger - Site table - Field 'I need this task number added to me' is modified
Action - Copy record from the Task table to the task table with record# equal to Site table - Field 'I need this task number added to me'. Just remember to copy the Schedule Record ID# to the Related Site in the Task table