With the help of automations, you no longer have to make entries in other tables manually, but can have these steps performed automatically. The big advantage of this is that the trigger does not have to be in the same table as the action that is triggered.
Add entries to other tables via automation
- In the Base header, click and then click Automation Rules.
- Click Add Rule.
- Name the automation and specify the table and view in which it should be triggered.
- Define a trigger event that triggers the automation.
- Click Add action and select Add new entry in other table as automated action.
- Define the table where the entry should be inserted and the pre-filled fields.
- Confirm with Submit.
Creating the automation
Define a trigger event for automation after first defining in which table and view it will occur.
Then select Add new entry in other table as automated action.
In the next step, select the table to which the entry will be added after the trigger is fired.
Next, click Add Field to select the columns for which you want to define specified values in the new entry.
Now select a corresponding column from the drop-down menu and define the pre-filled value in the input field. Depending on the selected column type, you have different options to choose from.
Finally, confirm the automation by clicking Submit.
Application example
A concrete use case for this type of automation could occur, for example, if you are the manager of a company responsible for the new employees starting on your team. The onboarding process might specify that you should request salary payment for the employee on the first day of work and document the issue of a company car.
Here you want to inform the HR department automatically when you enter the new employee in your table that you have handed over the company car and that the HR department can prepare the payroll for the first month. To do this, you want SeaTable to add a new entry in the HR department table.
You can implement this in concrete terms with the help of a table in which you maintain various employee data. In this context, you could collect, among other things, the name of the employees or new hires, their department and their start date.
With the help of an automation, when you enter a new employee in the table, a new entry should now be automatically added to another table, which is used by the HR department to manage salary payments and company cars.
Creating the automation
First, give the automation a name and select both the table (employee lists) and the view (new employees) in which the automation should be triggered.
As a trigger event of the automation, select the option Entries fulfill certain conditions after processing.
In order to add only new entries to the HR table as soon as you have entered the name of a new employee in your table, select as a filter condition that the column "employee" must not be empty after editing.
As an automated action you define the action Add new entry in other table.
In the next step, select the "Payments" table as the table in which an entry will be added after the automation is triggered.
Anschließend definieren Sie die Werte, mit denen bestimmte Felder vorausgefüllt werden sollen. Um den Namen eines neuen Mitarbeiters im neuen Eintrag in der Tabelle der Personalabteilung zu zitieren, schreiben Sie den Namen der Spalte, in der dieser in Ihrer Tabelle zu finden ist, umrahmt von geschweiften Klammern in das Textfeld: {employee}
Testing the automation
When you enter the name of a new employee in your table after confirming the automation, ...
... the defined entries are automatically added to the HR table.
