Automation/action to add quantities?
I'm trying to create an action or an automation that will modify a record and add a new quantity to an existing quantity, rather than just replacing the old number with the new one. So, when we ma...
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Ah, thanks! I thought about using summary fields, but there's currently no parent/child relationship between those two tables. I may try it that way, otherwise I was considering making the "quantity owned" field a formula field that adds quantities together based on an if/then formula.