Forum Discussion

StevenPearson's avatar
StevenPearson
Qrew Assistant Captain
5 years ago

Automation or Action or what

I have two tables, Billing and Job. In the billing table is a field called Approved, a checkbox. In the job table there is a multiple choice field, status, one of which is Complete. My billing manager wants to be able to check the Approved box in Billing and have it change the status in job to Complete. I have tried automation's and actions a hundred different ways but nothing has worked. I would like some suggestions. Thank you.

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Steve Pearson
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Quickbase Automations
  • AustinK's avatar
    AustinK
    Qrew Commander
    5 years ago
    How are the relationships between the tables set up? I am assuming that one Job could have many Bills. If so you would just need to make sure you are using the (default name here) [Related Billing] in the Actions section. Under the filter records part it should say something like "Related Billing is equal to Trigger: Billing | Record ID" that will make sure it selects the right record to edit. This is assuming your Trigger is set up correctly to be in the Billing table where a record has had that checkbox you mentioned checked, under additional criteria.

    Then in the part below that select the field you want to change and what you want it to be changed to.
    • StevenPearson's avatar
      StevenPearson
      Qrew Assistant Captain
      5 years ago
      Tried it exactly as you said but it didn't change the status. Thanks though.

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      Steve Pearson
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      • AustinK's avatar
        AustinK
        Qrew Commander
        5 years ago
        Can you provide screenshots of the automation? It is very difficult to know which part is not correct without seeing it.

        Also did any part of my suggestion not exist for those tables? Were the relationships set up as I expected? Those things need answered with the screenshot to really know what is happening here and to be able to give a full answer.