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DwightMunson1's avatar
DwightMunson1
Qrew Assistant Captain
2 years ago

Re: updating records

But you need to exclude the parent in some way from the search so that it doesn't uncheck that one. To the search you could add Record ID is not {{a.id|int}}

**I always add |int to the record IDs because I'm forgetful in which situations pipelines add a decimal to them and |int will always format it as a whole number.

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Dwight Munson
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10 Replies

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  • LB's avatar
    LB
    Qrew Trainee
    2 years ago
    In the query options, it only allows me to set the "most recent POC" field with an "is" setting. When I try to include the record ID to the parent record it doesn't give me an option to add an "is not" setting. This would have been so much easier to set up in the old automations feature.

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    Lorrie B
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    • DwightMunson1's avatar
      DwightMunson1
      Qrew Assistant Captain
      2 years ago
      It would be similar to this: 



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      Dwight Munson
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      • LB's avatar
        LB
        Qrew Trainee
        2 years ago
        Ok, that clarifies quite a bit - so then, for step C to Update the record it would be the most recent set to no, and still add the fields for customer name and customer ID?

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        Lorrie B
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