Forum Discussion
JeffRichey
6 years agoQrew Trainee
Hi Michelle,
Here is a quick solution that should work for you.
1. Put a checkbox in your client deposit form and name it something like Recurring Deposits.
2. Put a checkbox in your Client table, and name it something like Recurring Deposits.
3. Create 2 automations that are triggered by the checkbox in your Deposits table.
a. Automation 1 to toggle the Recurring Deposit checkbox in the Client table to true if the Recurring Deposits checkbox in Deposits is changed to true.
b a. Automation 2 to toggle the Recurring Deposit checkbox in the Client table to false if the Recurring Deposits checkbox in Deposits is changed to false
With this solution, you can run a report from your Clients table that includes those which have opted in to recurring deposit.
Here is a quick solution that should work for you.
1. Put a checkbox in your client deposit form and name it something like Recurring Deposits.
2. Put a checkbox in your Client table, and name it something like Recurring Deposits.
3. Create 2 automations that are triggered by the checkbox in your Deposits table.
a. Automation 1 to toggle the Recurring Deposit checkbox in the Client table to true if the Recurring Deposits checkbox in Deposits is changed to true.
b a. Automation 2 to toggle the Recurring Deposit checkbox in the Client table to false if the Recurring Deposits checkbox in Deposits is changed to false
With this solution, you can run a report from your Clients table that includes those which have opted in to recurring deposit.