Have 2 apps, 1 table in each app. Is there a way where I can automatically create a record in the 2nd table when a field value in the 1st table equals specific text?

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Basically I have 2 different apps, 1 table within each app. Sometimes, as a record is entered into the 1st table, if certain field values equal specific text, it will prompt the necessity to create a new record in the 2nd table. I would like to find some way to automate the create of the new record in the 2nd table, when specific field values are entered for a record in the 1st table.

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Freeman

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Posted 3 years ago

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Hi Freeman,

You can create a cross application relationship or a table to table relationship, then use a form rule to show the add button when the conditions and the need for the second record are met. If the second record (child Record) hosts the same information as the first record (parent record) you can automatically pull in those fields as lookup fields. in this scenario you only achieve semi automation as the user will need to press the add record button and then the save that record. there is a non native solution I have used in the past which would give you full automation if you are interested we can discuss.

please let me know how this works out for you.

Best,
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Freeman

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Thanks for the help! Regarding creating an add record button to add a record to the 2nd table when the conditions are met with a record in the 1st table, how do I create the button? I'm pretty new at this. I'm not real clear how to create the button.
Hi Freeman,
No problem, the button is automatic when you setup a table to table relationship. So go to table settings from your main(parent table) select table to table relationship. Select one to many you can select the fields that will be the lookup fields at this time or you can come back and do this later. If you are doing a relationship between to apps then you will need to grant app permission in the app you are connecting to. The rest of the process is the same.
let me know how it works out, if you have questions or need more help.
Best,
Leo@workablesolutionsllc.com
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Freeman

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I'm so sorry, I'm still really unclear. If the button is automatic, where do I find it in order to click it and trigger the record creation in the 2nd table?
Hi Freeman,
If you have already created the relationship then the button field is already there with all your other fields, you may just need to add it to the form. Please feel free to reachout to me my contact info is in my use profile, this could be a 5-10 minute conversation or resolved in a few emails. Unfortunately I can't add screenshots here.
Best,