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Status change between related tables

  • 1.  Status change between related tables

    Posted 12-29-2017 18:46
    I have 3 tables A->B->C. I need the status field change of C to change the status field of B. 
    Note: B and C have different status values that cannot change.


  • 2.  RE: Status change between related tables

    Posted 12-29-2017 18:48
    Can you clarify which are the parents and which are the children.


  • 3.  RE: Status change between related tables

    Posted 12-29-2017 18:51
    B = parent C = Child


  • 4.  RE: Status change between related tables

    Posted 12-29-2017 19:24
    Well, you have two choices, I suppose.  The first is to do summary field of the # of children at various statuses and then use that in a formula to calculate the status of B.

    But if you want a change done based on a change to "C", you can create an Actin to edit records.  But to do that you will need to set up a Report Link field on C which links one the Left side of the setup [Related B] to the field on B of [Record ID#].

    Then you can set up an Action.


  • 5.  RE: Status change between related tables

    Posted 12-29-2017 21:07
    Thanks for the reply. I've tried both and neither seems to fire the change. 


  • 6.  RE: Status change between related tables

    Posted 12-29-2017 21:38
    So let's talk troubleshoot the Action.  Did you create the report link field?  If you put the Report link field on the C record, does it show a report of the single B to be updated?


  • 7.  RE: Status change between related tables

    Posted 12-29-2017 21:47
    I created the report link but it does not show the B record to be updated


  • 8.  RE: Status change between related tables

    Posted 12-29-2017 21:50
    How is the report link field configured - what field is on the left and what field is on the right?


  • 9.  RE: Status change between related tables

    Posted 12-29-2017 21:53
    C is on the left B on the right


  • 10.  RE: Status change between related tables

    Posted 12-29-2017 21:54
    May I have the names of the actual fields?


  • 11.  RE: Status change between related tables

    Posted 12-29-2017 21:57


  • 12.  RE: Status change between related tables

    Posted 12-29-2017 22:01
    The record that you want to update in Sell sheets (B) is the Parent of (C).  The Parent of C will be [Related sell sheet], so that is the field that you need on the left side.  The right side is the record that you want that to match to which will be the [Record ID] field in Sell sheets.

    So maker that adjustment and see if the Parent sell sheet record shows on the report link field on C.


  • 13.  RE: Status change between related tables

    Posted 01-02-2018 16:30
    Sorry for the delayed response. 
    Made the change and all appears to be working.
    Thanks