Table Relationships for my 3 tables:
Tickets have many Ticket Assets
Assets have many Ticket Assets
I have a
formula field in the Ticket Asset field Totext([Related Asset] to give me a text result of the Related Asset's Record IDI have a Combined Text Summary Field in the Ticket Table that summarizes that same field in all of the associated Ticket Asset Records
My automation:
When a field changes in the Ticket Field (Field to change is a status multi select text field)
Change a record in the Asset Table (Filter matches the Combined Text Summary Field with the Record ID # of the assets)
I then change two fields pulling information from the ticket.
This approach will work for the first asset listed in the Combined Text Summary Field but that is all.
I have also tried skipping the Ticket field and creating a more direct automation with just the Ticket Asset Table and the Asset Table
This one Triggered off a change in the Ticket Asset Field, i used a lookup field from the Ticket Table (Status field). Then had it change the related Asset. However i was not able to get this one to actually start. I am guessing we are not able to use a lookup field as a trigger.
I also tried making two actions, one to change the Ticket Asset Field when the Ticket field changes (but it looked like i could only add records instead of modifying current ones) and then another to change the related asset from a trigger field in the Ticket Asset. This approach also never worked for me.
I feel like i am missing something really simple here but keep drawing a blank on where to go next. Thank you for any help you can provide.
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Nate Kurtz
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Original Message:
Sent: 09-18-2020 18:54
From: Mark Shnier (YQC)
Subject: Automation Filter
Can you explain how you are "Matching" which specific fields are you comparing, and what are their formulas?
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
Original Message:
Sent: 09-18-2020 13:30
From: Nate Kurtz
Subject: Automation Filter
I haven't made any progress with this unfortunately. Any help would be appriciated!
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Nate Kurtz
Original Message:
Sent: 09-16-2020 14:42
From: Nate Kurtz
Subject: Automation Filter
So i have a total of three tables that are linked.
Tickets -> Ticket Assets
Assets ->Ticket Assets
I am trying to get an automation to change Asset fields based on information in the ticket when it closes. So far i can do this for one asset without an issue.
I have the Trigger go when the status of a ticket changes.
Then Filter Assets by matching the Record ID# in the Asset Table with a Combined Text summary field listing the Record ID of all of the Assets on the ticket (there is a formula field in the Ticket Asset field Totext([Related Asset]) and i am using that to drive the combined test summary).
I then have it make my changes.
This works great for one asset, however we regularly can have lots of assets on a ticket (several hundred) and it seems to only work with the first one. Any suggestions for a better way to approach this or to get it to run on the rest?
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Nate Kurtz
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