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NateKurtz's avatar
NateKurtz
Qrew Trainee
4 years ago

Automation Filter

So i have a total of three tables that are linked.  
Tickets -> Ticket Assets
Assets ->Ticket Assets

I am trying to get an automation to change Asset fields based on information in the ticket when it closes.  So far i can do this for one asset without an issue. 

I have the Trigger go when the status of a ticket changes.

Then Filter Assets by matching the Record ID# in the Asset Table with a Combined Text summary field listing the Record ID of all of the Assets on the ticket (there is a formula field in the Ticket Asset field Totext([Related Asset]) and i am using that to drive the combined text summary). 

I then have it make my changes.

This works great for one asset, however we regularly can have lots of assets on a ticket (several hundred) and it seems to only work with the first one.   Any suggestions for a better way to approach this or to get it to run on the rest?

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Nate Kurtz
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Quickbase Automations

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  • NateKurtz's avatar
    NateKurtz
    Qrew Trainee
    4 years ago
    I haven't made any progress with this unfortunately.   Any help would be appriciated!

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    Nate Kurtz
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      4 years ago
      Can you explain how you are "Matching" which specific fields are you comparing, and what are their formulas?

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      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
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      • NateKurtz's avatar
        NateKurtz
        Qrew Trainee
        4 years ago
        Table Relationships for my 3 tables: 
        Tickets have many Ticket Assets
        Assets have many Ticket Assets

        I have a formula field in the Ticket Asset field Totext([Related Asset] to give me a text result of the Related Asset's Record ID
        I have a Combined Text Summary Field in the Ticket Table that summarizes that same field in all of the associated Ticket Asset Records

        My automation: 
        When a field changes in the Ticket Field (Field to change is a status multi select text field)
        Change a record in the Asset Table (Filter matches the Combined Text Summary Field with the Record ID # of the assets)​
        I then change two fields pulling information from the ticket.

        This approach will work for the first asset listed in the Combined Text Summary Field but that is all.

        I have also tried skipping the Ticket field and creating a more direct automation with just the Ticket Asset Table and the Asset Table
        This one Triggered off a change in the Ticket Asset Field, i used a lookup field from the Ticket Table (Status field).  Then had it change the related Asset.  However i was not able to get this one to actually start.  I am guessing we are not able to use a lookup field as a trigger.

        I also tried making two actions, one to change the Ticket Asset Field when the Ticket field changes (but it looked like i could only add records instead of modifying current ones) and then another to change the related asset from a trigger field in the Ticket Asset.  This approach also never worked for me. 

        I feel like i am missing something really simple here but keep drawing a blank on where to go next.  Thank you for any help you can provide.

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        Nate Kurtz
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