Forum Discussion
DonLarson
5 years agoQrew Commander
Brad,
This is a very common problem. I solve it with Juiced Triggers
https://www.juicedtech.com/triggers
However I suspect that the new Pipelines will have the ability to do this as well.
This is really simple with Juiced. It will take you 10 minutes to solve. I have to do this all the time where someone is creating a record but there is no way to know the RID of the Employee. This happens for Timesheets, Fringe Benefits, PTO requests and on and on and on.
Steps 4 to 7 should be doable with Pipelines if you can get it. If not then call Keith at Juiced. It is very reasonably priced and I literally have hundreds of their Triggers in every application.
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Don Larson
Paasporter
Westlake OH
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This is a very common problem. I solve it with Juiced Triggers
https://www.juicedtech.com/triggers
However I suspect that the new Pipelines will have the ability to do this as well.
- In the Timesheet table add a field to convert the [Record Owner] to an email address.
- In the Employee table add in a User field for that Employee.
- In the Employee table add a field to convert [User] to an email address.
- Create a Trigger that fires when a Timesheet record is added and the Related Employee is NULL
- Search the Employees table where the email address of the Timesheet Record is equal to the email address address of the Employee
- Capture the RID of the Employee
- Edit the Timesheet record setting the Related Employee = RID Employee
This is really simple with Juiced. It will take you 10 minutes to solve. I have to do this all the time where someone is creating a record but there is no way to know the RID of the Employee. This happens for Timesheets, Fringe Benefits, PTO requests and on and on and on.
Steps 4 to 7 should be doable with Pipelines if you can get it. If not then call Keith at Juiced. It is very reasonably priced and I literally have hundreds of their Triggers in every application.
------------------------------
Don Larson
Paasporter
Westlake OH
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