Automation Help with templates
I have 3 tables - Projects, Tasks, Sites Projects is a parent of Tasks and Sites Sites is a parent of Tasks You create a project and then a template list of tasks and can choose to assign them to...
Forum Discussion
Deleting the task is much simpler and requires only one change and a single automation.
Change - Create in the Task table a field 'I am U-571 destroy me!' and when you create new tasks in Automation 3 above populate that with the Record ID# of the template record.
Deletion Automation
Trigger - Task table - Field Add to all Installs is modified to UNCHECKED
Action - Delete records where the field 'I am U-571 destroy me!' is equal to the triggers Record ID#
Change - Create in the Task table a field 'I am U-571 destroy me!' and when you create new tasks in Automation 3 above populate that with the Record ID# of the template record.
Deletion Automation
Trigger - Task table - Field Add to all Installs is modified to UNCHECKED
Action - Delete records where the field 'I am U-571 destroy me!' is equal to the triggers Record ID#