Connected Table data update workflow question
I've built a customer success app that pulls Client and Contact data from the Main app from Headquarters via connected tables. The question - how do my users signal or flag out of date information wit...
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This is a killer idea. If I'm reading you correctly, the goal would be to use the synced table to feed into a duplicate regular table we can fully modify using a workflow. That would solve my data entry issue.
I'm trying to set that up and notice that the "Copy Table" capability is available for standard tables but not synced tables. To generate the new table w/ same data structure, I can export and reimport the Contacts Synced table and see if I can link the 2 together. My hope is that the existing sync table will feed future updates into our new table and live along side our new data entry fields.
Am I understanding your suggestion correctly?
I'm trying to set that up and notice that the "Copy Table" capability is available for standard tables but not synced tables. To generate the new table w/ same data structure, I can export and reimport the Contacts Synced table and see if I can link the 2 together. My hope is that the existing sync table will feed future updates into our new table and live along side our new data entry fields.
Am I understanding your suggestion correctly?