ZintJoseph
8 years agoQrew Captain
How to update records between two tables and two cross linked apps with no relationship
I have created a parent app and a client app. The client app is open to the public
The process is this....
The process is this....
- Quote is created in the parent app and through Actions, I am creating a new quote approval request in the client app
- The record id# of the quote in the parent app is being copied to the client record as the Quote ID# and this field has been made the key field
- When the quote is created in the client app, an email is generated to the customer with a link to the quote, particulars about the quote and two fields which are Click to Approve and Click to Decline.
- This is passing information back to the client record that the quote is approved or decline
- Since the tables are not linked through a relationship and only app cross linking, I need to pass the response back to the record in the parent app and change the Quote Status
- Is this a function that a webhook can accomplish or am I missing a step of creating a relationship between the tables and simply us an Action to accomplish this without a lot of coding (my weakness)