Forum Discussion
PaulEaston
5 years agoQrew Assistant Captain
Thank you. I did look at automations, but how do I specify that the Item record related to the Action record should be updated?
E.g., I'm in the record for Item A, I click the action button and add the action "return to owner". I want the status field of Item A to now be "returned."
I don't see how any of the filter-records options in the automation modify-records form will effectuate this.
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Paul Easton
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E.g., I'm in the record for Item A, I click the action button and add the action "return to owner". I want the status field of Item A to now be "returned."
I don't see how any of the filter-records options in the automation modify-records form will effectuate this.
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Paul Easton
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MarkShnier__You
Qrew Legend
5 years agoAre you saying that you are on a child record and when the status is updated in a child that you want to update the status of the parent?
If that is the case, then the trigger would be when the child record is changed, and then the Action of the Automation will be to modify record(s) in the Parent table subject to the filter where the Record ID# is equal to the value in the field [Related Parent].
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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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If that is the case, then the trigger would be when the child record is changed, and then the Action of the Automation will be to modify record(s) in the Parent table subject to the filter where the Record ID# is equal to the value in the field [Related Parent].
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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