Forum Discussion
LauraMcFeely
Qrew 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
LauraThacker
5 years agoQrew Captain
I 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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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.
------------------------------
Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
------------------------------