I’ve reviewed all the similar conversations but they’re either much more technical that I can understand, or don’t quite cover all the bases.
I have a Sponsorship Tracker and when I change the ‘Contract’ value to ‘Signed’, I want to automatically have 3-4 rows added to a new table to track the regular deliverables: Logo, Social Shareables, Booth choice, etc.
I do not want to have to set up a new button for each row. Automations work, but they only get me so far as I also need these tasks to be attached to the ‘company’ in a relation column and I couldn’t figure that out with the automations.
RunActions(ModifyRows(thisRow, [Sponsorship Miami - Booth Tracking].[Added rows]
AddRow([Sponsorship Miami - Deliverables], [Sponsorship Miami - Deliverables].Task, "Logo", [Sponsorship Miami - Deliverables].Due, Today()+30, [Sponsorship Miami - Deliverables].Owner, [Sponsorship Miami - Booth Tracking].[Main POC], [Sponsorship Miami - Deliverables].[Sponsorship Miami - Booth Tracking], thisRow.Company)
AddRow([Sponsorship Miami - Deliverables], thisRow.[Sponsorship Miami - Deliverables].Task, "Sponsorship Deliverables", [Sponsorship Miami - Deliverables].Due, Today()+30, [Sponsorship Miami - Deliverables].Owner, [Sponsorship Miami - Booth Tracking].[Main POC], [Sponsorship Miami - Deliverables].[Sponsorship Miami - Booth Tracking], thisRow.Company)
AddRow([Sponsorship Miami - Deliverables], [Sponsorship Miami - Deliverables].Task, "Test Deliverable", [Sponsorship Miami - Deliverables].Due, Today()+39, [Sponsorship Miami - Deliverables].Owner, [Sponsorship Miami - Booth Tracking].[Main POC], [Sponsorship Miami - Deliverables].[Sponsorship Miami - Booth Tracking], thisRow.Company)))
Tell me what I’m doing wrong and how to adjust this formula please!
I want the following tasks (rows) added to ‘Deliverables’ once the contract is signed:
Logo Due
Social Shareables
Graphics
all with Due dates Today+30, assigned to Main POC
& attached to Company
(relation) from ‘Booth Tracking’ table.