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Workflow Help

  • 1.  Workflow Help

    Posted 17 days ago
    Afternoon Community,

    Okay, here's the schematic. 

    Intake Table (Parent) - contains project information, has 1:M relationship with Intake channels table. 

    Intake Table - also has relationship with Communication table (child)

    When a Communication record is created, it takes the channels from the Intake Channel table and copies them over to the Communication channel table (since the communication team may deselect or select additional channels).

    Herein lies the problem.  Because the automation only copies the channel information when the Communication record is first created, if the user selects additional channels after the fact it isn't bringing over the additional channels. 

    Any ideas how to bridge this gap?

    Michael Sargent

  • 2.  RE: Workflow Help

    Posted 17 days ago
    I assume that this is being done with an Automation when record ADDED

    You can have the first Action in the Automation to be to delete any existing child records (just for that one Parent!!), and then the next step in the Automation can is to copy across the correct ones.  ie start with a "clean slate" every time.

    Note that you can add the Delete Action  and then you can drag it up to be first.

    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach