Automations: Minor annoyance
I have two automations that play nice but one always seems to cut in front of the other. It is kind of annoying. In table 1, I have an embedded report/form (grid edit) from table 2. When I go to c...
Forum Discussion
Andrew,
Someone may have a different solution than this, I thought it up real fast.
1. Send the parent Date Created field down through the relationship.
2. Create a new formula-checkbox field on Table 2 called something like "Created with Parent". This field doesn't need to be on the form, or visible to anyone.
3. The formula would be something like this: ([Date Created] - Minutes(2)) <= [Test Parent - Date Created] which basically states, the date created of the child record - 2 mins is less than or equal to the Date Created of the parent. Essentially telling us that it was created the same time.
Keep the two automations, but modify.
First Automation (When a record is created in table 1):
1. Add note for Table 1 record.
2. Add notes to all child records where "Created with parent" is true and related parent equals Table 1 Record ID#.
Second Automation (When a record is created in table 2):
1. Add note for record when "Created with parent" is false.
This "should" work to solve that annoyance, if not let me know, and I am sure I could brainstorm another way.
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Justin Lapier
Synctivate Inc.
Synctivate Website
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