MichelleChapman
6 years agoQrew Assistant Captain
Automation that pairs a list of ""Actions"" from table 1 to any new ""Request"" in table 2 to a ""Workbook"" in table 3.
I have an employee onboarding app I am developing. There is a table with a list of actions that need to be completed when someone is hired. It identifies the category, department, and who the action is assigned to. Then I have a table of Requests. HR would add a request when a new employee is hired in order to set in motion completion of the actions needed. The request table has the new employee name and status fields for each department task. The 3rd table is the workbook that pairs the new employee with the tasks that need to be completed. It works if I enter each task assignment individually but I want there to be an action or automation that generates all of the tasks for that employee when a request is added. I don't need to pick and choose which tasks-all tasks in the task table will be assigned when there is a new hire. Is there a way to set up an automation or action that does this?