Allow one "assigned to" record in one table to control the "assigned to" field in all the other tables via lookup or inbuilt automation
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Grant Beckmann
I have "Clients" table, and then several other tables that all contain records related to the corresponding clients - right now I have to use a boatload of automation to update the "assigned to" field on every one of the records for each client. I'd rather set the "assigned to" field once in the client's records, and then have every record linked to that client automatically update the "assigned to field".
Jon Darbyshire
Thank you for posting, Grant Beckmann! I have a few more questions for you:
- Can you provide examples of the other tables that contain records related to the corresponding clients?
- How often do you need to update the 'assigned to' field for each client?
- Are there any specific conditions or triggers that should prompt the 'assigned to' field to update automatically?
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Grant Beckmann
Jon Darbyshire certainly.
- Other tables: linkedin profiles, email addresses, domains, campaigns, daily campaign reports, email bounces, deliverability reports, list builds, offers, accounts, contacts, replies, opportunities. Some of these can contain hundreds or thousands of client records that I want visible to only that client.
- Hundreds or thousands of times. There is constant new records that will be pouring into my solution that need the client record linked and client guest accounts assigned to them to give visibility.
- I would suggest a checkbox in the field settings of the "assigned to" of every table - this checkbox should ask "Automatically update this table's 'assigned to' based on the assigned to field of a linked record?", then choose the linked record that you want to use.