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Need to use Automations to modify records in a table that were created with Automations.

  • 1.  Need to use Automations to modify records in a table that were created with Automations.

    Posted 01-16-2019 23:57
    I have 3 tables: "Employees", "People Changes" and "FP&A". I have 2 Automations to add a record to FP&A when a record is added to Employees or a record is added to People Changes.

    Now I am trying to set up Automations to modify the associated FP&A record when an Employee record or People Change record is modified. Currently when I modify an Employee record with the modify automation set up the way i have it, it changes ALL FP&A records. It makes sense that the automation doesn't know WHICH record to modify - but i can't understand where i'm inputting an indicator/relationship.

    The key field in Employees is Employee Number and the Key Field in People Changes and FP&A are Record ID#. 

    What am I missing?


  • 2.  RE: Need to use Automations to modify records in a table that were created with Automations.

    Posted 01-17-2019 00:18
    Can you describe your relationships?  What are the Ones and what are the Manys.


  • 3.  RE: Need to use Automations to modify records in a table that were created with Automations.

    Posted 01-17-2019 02:03
    The relationships are somewhat complicated. There are many Employees to a People Change and many People Changes to an Employee. There are no relationships between the FP&A table and the other two tables. The only connection there is the Automation.