Hello!
I have this table called meeting notes and it has a form that will allow me to fill out the table.
On the other hand, I have another table with a form called Last contact information
What I hope to do is when I fill out the meeting notes form, it would also count as last contact. So I don’t have to fill the last contact form separately. Is that possible? Thank you for the help.
Hello @Carlo_Cardenas
Please take a look at this post:
Form submission to edit or modify fields in an existing row rather than create a new row
Even if the goal is slightly different, you can use the same approach for what you’re trying to achieve. You just need to add more actions to the automation, such as adding or modifying rows in different tables.
Best Regards,
Arnhold
However, let me ask a question: what does “Last contact” represent? From the name, I’m assuming it retrieves the most recent contact for a person, company, or entity. Is that correct?
If so, I suggest using a named formula to retrieve this information directly, eliminating the need for a duplicated table. Meeting notes are typically used for historical purposes, so I don’t see a strong reason to have two tables containing the same information.
If you’re interested in discussing this further, please let me know, and we can explore it in more detail.
Best Regards,
Arnhold
