Multiple Cross Sync based on Company Name

1

Hello,
<<Bill, I really appreciate your help on the last round of this project! Thank you :pray:>>

Is there a simpler way to achieve my workflow goal from the details below? Any help or advice is appreciated!

I have 3 tables in 2 different docs:

  • Doc 1:
    • Table A: My main task list, visible only to me, with a Company column and Timeline view. I currently use a button to manually send updates to Table B.
    • Table B: An intermediate table for “Acme” company tasks, visible only to me, which syncs to Table C.
  • Doc 2:
    • Table C: Syncs with Table B, visible to Acme staff who can modify it, which then updates Table B.

Ultimate Workflow Goal:
I want to eliminate Table B and directly modify Table A to allow two-way communication with several tables based on Company Name. Each company should see their tasks, and any updates from them should reflect in my Table A.

Current Workflow:
I update Table A, then manually push changes to Table B, which cross-syncs to Table C for Acme staff.

Issues:

  1. Updates by Acme staff to Table C don’t reflect in my Table A.
  2. Needing an intermediate table for each company is cumbersome.

Thank you in advance.

2

Hey @Vanessa_Crosby_Fitzgerald,

Dan here from the support team. If you want to remove table B and just have them use the linked version of Table A then I cross doc over the Table A with 2 way sync, and then apply the locking to adjust data through buttons or something like that, if you are concerned with the data getting adjusted or changed. The other thing you can do is use Cross-Doc actions with the buttons to help update data that way.

Hope that helps!

Best,
Dan