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Automation to modify a parent

  • 1.  Automation to modify a parent

    Posted 19 days ago
    Is it possible to create an automation that when a child record is added, it modifies the parent?

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    Adam Rain
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  • 2.  RE: Automation to modify a parent

    Posted 19 days ago
    Yes that is definitely possible to do, but before going that route can you describe in a little more detail of the nature of what you want updated.
    It is quite possible that you would be better off using summary fields and formulas to control fields on  the parents as opposed to an automations. 


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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 3.  RE: Automation to modify a parent

    Posted 19 days ago
    Looks like I just wasn't looking hard enough, I figured it out.
    I am creating a history tracker of an employee's billing classification.

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    Adam Rain
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  • 4.  RE: Automation to modify a parent

    Posted 19 days ago
    That is definitely possible but before you use that approach, can you get more specifics about what you would want updated? Because if it could be done through summary fields and formulas that would be a more reliable and less complicated way to do things.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 5.  RE: Automation to modify a parent

    Posted 18 days ago
    This is very much possible using automation. Make sure that you have the key field passed as where condition in the modify record filters to ensure only the required parent is updated.

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    Babi Panjikar
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