Auto assign and create tasks

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  • Updated 1 year ago
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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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Leo

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Posted 1 year ago

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You should be able to do this with a Quick Base Action