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Updating Status from one table to another

  • 1.  Updating Status from one table to another

    Posted 05-08-2018 19:15
    I have a One to Many relationship (one Work Order to Many Site Visits)
    I need the status of the "most current" Visit to Change the status of the Work Order.  How can I do this?


  • 2.  RE: Updating Status from one table to another

    Posted 05-08-2018 19:22
    I would create a simple action that just says when a "Site Visit" record is added, modify the related record and copy the value from the "Status" field in "Site Visits" to the "Status" field in "Work Order".


  • 3.  RE: Updating Status from one table to another

    Posted 05-08-2018 19:36
    You would need to make a "Report Link" field on the Site Visit table that uses the 'Related Work Order' as the connection.

    (Basically making a fake reverse relationship).

    Then you will be able to edit the parent Work Order when a Site visit is added.