Hello, thank you for your help.
Here’s the scenario
- I have emails being imported into a table.
- I can press a button and import a row into a new table for ‘tasks’.
- The ‘tasks’ table has a lookup column for the client I’m performing the task for.
- That lookup column for ‘clients’ links back to a third table that contains all my contacts.
I would like to be able to add an action to the button that sends the ‘email’ row to the ‘task’ row to automatically fill in the lookup field for ‘client’ based off of an association between the ‘client’ and ‘email’ table (like their email address or from name).
How can this be done?