Elena,
Just by looking at your pics and the video, and reading your description, I think (and I could be wrong) that you want the ID for Line to be changed, for the matching Job, correct?
If that is the case, it looks to me that you have the Filter and Select fields backwards.
Meaning, you should have the Related Job and the Trigger: Payments Received | Related Job, in the filter, and your ID for Line is equal to the value Trigger: Payment Received | ID for Line, in the Select field and specify values.
Hopefully that makes sense.
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Andrew
andrew.fry25@gmail.com------------------------------
Original Message:
Sent: 10-07-2019 15:39
From: Elena Larrabee
Subject: How to set up a child record to automatically select its parent?
Hi everyone! I've just started playing with a connected Quickbooks table. I'm trying to find a way to have the records in the Books table automatically select a parent record in my Jobs table. Each Books record has a Job Number field that should associate it with the proper Job record (each Job record has a unique Job Number), but I can't figure out how to create an automation that tells the Books record to "select the job with the matching 'Job Number' as the related Job for this record". I've tried to have it automatically write the Job Number to the Related Job field, but it just inputs some numbers and doesn't select the correct job.
Any ideas?
Thank you in advance!
- Elena
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Elena Larrabee
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