Documents with many records action
I have a lot of documents that can have many records (Revisions) and many task. I want to create an action in which when I add a new record (Revision C) that the old record of that document (Revision...
Forum Discussion
I'm not sure I follow you. Are you saying inside the document table I could create a formula that would change old revisions to closed or that the status would be a formula?
I already have where the maximum revision status is shown on the document, but I want to make sure the previous records (revisions) get closed out once new ones develop for that related document.
I already have where the maximum revision status is shown on the document, but I want to make sure the previous records (revisions) get closed out once new ones develop for that related document.