Forum Discussion

NathanJudson's avatar
NathanJudson
Qrew Member
6 years ago

Automations

​Hello,

I am in desperate need of some assistance with creating what I'm sure would be a very simple automation, but seems beyond me. I am trying to get our training database to automatically load employees who need a certification when I assign that certification to a job role. We have an automation that loads all the certifications for a Job Code into an employee's record when the employee's Job Code is added or changed, but I can't seem to amend it to work when a job role is added to a certification. It is frustrating for management to the point they are looking at alternative tools, but I think this can work if I can get some help! Thank you in advance!

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Nathan Judson
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  • This is definitely possible. If nobody beat me to it I will post back when I get some time.

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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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    • NathanJudson's avatar
      NathanJudson
      Qrew Member
      That will be outstanding! Only here for another 45 minutes today, but will be in at 7AM (Pacific Time Zone) tomorrow.
      Thank you so much!​

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      Nathan Judson
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        Actually in re-reading the post, I think that this would probably take an hour or so of consulting time to get this working because I would have to see the relationship diagram to understand all the relationships and which fields need to be populated.


        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------