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Project Briefs Roll-Up
Create Automation

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Automation for Pre-Populated Tables

If you have set up a table that should have information pre-populated into it (see ), then we need to add extra steps into the "Create Table” to have the table pre-populate. To do this, you will need to use the Formula Map formula:
We will once again use “Project Team” as the example.
First, in the roll-up table (ie ), create a button column for “Create Project Team”. The actions for this button should be the following formula:
Screen Shot 2021-08-27 at 11.25.59 AM.png

Make sure you add pressing the “Create Project Team” button as an action to the “Create Project Brief” button formula!:
Screen Shot 2021-08-27 at 11.27.20 AM.png
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