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How to have selection in field A in Table 1 change the value of field B in Table 2

  • 1.  How to have selection in field A in Table 1 change the value of field B in Table 2

    Posted 19 days ago
    I'm building a simple app to track the checking in and out of items.

    I have an "items" table and an "actions" table. These two tables have a one (item) to many (actions) relationship.

    I would like selecting an action from the dropdown list in the action field of the action table to automatically update the status field of the related Item record. E.g. if the action-field selection is "return entire item", I would like the item status to be changed to "returned."

    Dynamic Form Rules seem to only allow me to change other field in the same form. How do I make changes to field values for records in other tables?

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    Paul Easton
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  • 2.  RE: How to have selection in field A in Table 1 change the value of field B in Table 2

    Posted 19 days ago
    You should be able to do this with an Automation. ​check them out and post back if you get stuck.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: How to have selection in field A in Table 1 change the value of field B in Table 2

    Posted 18 days ago
    Thank you. I did look at automations, but how do I specify that the Item record related to the Action record should be updated?  

    E.g., I'm in the record for Item A, I click the action button and add the action "return to owner".  I want the status field of Item A to now be "returned."  

    I don't see how any of the filter-records options in the automation modify-records form will effectuate this.

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    Paul Easton
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  • 4.  RE: How to have selection in field A in Table 1 change the value of field B in Table 2

    Posted 18 days ago
    Are you saying that you are on a child record and when the status is updated in a child that you want to update the status of the parent?

    If that is the case, then the trigger would be when the child record is changed, and then the Action of the Automation will be to modify record(s)  in the Parent table subject to the filter where the Record ID# is equal to the value in the field [Related Parent].

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------