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Question

Auto assign and create tasks

  • August 23, 2017
  • 0 replies
  • 38 views

We have a table for Opportunities, and another table for Tasks (that has a relationship with the Opportunities table).

What we need is for every time a new Opportunity is saves, and certain fields are selected, to auto create a Task assign to a specific user for him to approve.

Is this possible?

Thank you,
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  • August 23, 2017
You should be able to do this with a Quick Base Action