Forum Discussion
LauraThacker
Qrew Captain
I replicated your two date summary fields and got results on both ends; so a possible reason why step 5 is returning en empty result is if the Case is not actually connected to the Training Advice.
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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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LauraMcFeely
5 years agoQrew Cadet
Hi Laura,
Thanks so much for taking the time to test this out, and for helping me think this through. After a good night's sleep, I realized that you're right, of course: I need to connect the cases to the training advice, which is the crucial thing. After thinking about this, I think that the complication of connecting them is ultimately not worth the slight increase in convenience.
So I'm sorry for wasting your time, but I appreciate that you helped me figure out why it's not worth it!
Laura
Thanks so much for taking the time to test this out, and for helping me think this through. After a good night's sleep, I realized that you're right, of course: I need to connect the cases to the training advice, which is the crucial thing. After thinking about this, I think that the complication of connecting them is ultimately not worth the slight increase in convenience.
So I'm sorry for wasting your time, but I appreciate that you helped me figure out why it's not worth it!
Laura
- LauraThacker5 years agoQrew CaptainI must assume that your Training Advice and Cases are both connected to a "higher" table somewhere. If they are both connected to the same "higher" table; then you could possibly do the following.
Summarize to the higher-table the Record ID# of "latest" Training Advice record when it is created
Use an automation to find all Cases which are not already assigned to a Training Advice, and assign them to the latest Training Advice record which has been summarized to the higher table and added as a Lookup field into the Cases table (Latest Training Advice RID). This would keep the cycle of connections going without having to manually associate a Case to the Training Advice.
Just food for thought. Don't give up on a good idea just because it "seems" like too much effort. Automations have really had a major impact on how applications can improve daily user life.
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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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