Automation - update parent
I have two table Lead table (Parent) Activity table(Child) When I add automation record in my apps Trigger -- Activity record added Action : update lead table fields with new value from c...
Forum Discussion
Hi Feras,
I am not sure what you mean by the Apps not allowing you to save the automation. Also, I do not think that you need to use an automation to set the values inside of the parent. You can do this natively with table-to-table relationships. You can add a summary field of the maximum Record ID # of Activities table into the Leads table, and then you can add another table-to-table relationship with the Lead record being the child using that field. You can then bring any information in the last Activity record created up into Leads. That way any changes made inside of the Activity are automatically reflected inside of the Lead.
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John Crosland
Software Developer
Inglett & Stubbs
Mableton GA
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I am not sure what you mean by the Apps not allowing you to save the automation. Also, I do not think that you need to use an automation to set the values inside of the parent. You can do this natively with table-to-table relationships. You can add a summary field of the maximum Record ID # of Activities table into the Leads table, and then you can add another table-to-table relationship with the Lead record being the child using that field. You can then bring any information in the last Activity record created up into Leads. That way any changes made inside of the Activity are automatically reflected inside of the Lead.
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John Crosland
Software Developer
Inglett & Stubbs
Mableton GA
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Let me give more detail
activity table(child) have fields (Next follow date and confidence percentage) ,
I have same fields name in parent table (Lead)
I want to keep Last update in Lead table. I'm thinking if I create an automation
trigger whenever a record added in activity table
action copy next follow date from activity table to lead table
action copy confidence percentage from activity table to lead table
when I'm try to save the action is not allowed . save button not highlight to press and mouse pointer change to circle red with slash.
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Feras Alramli
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activity table(child) have fields (Next follow date and confidence percentage) ,
I have same fields name in parent table (Lead)
I want to keep Last update in Lead table. I'm thinking if I create an automation
trigger whenever a record added in activity table
action copy next follow date from activity table to lead table
action copy confidence percentage from activity table to lead table
when I'm try to save the action is not allowed . save button not highlight to press and mouse pointer change to circle red with slash.
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Feras Alramli
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- Maybe post a screen shot of your setup. Did you set a filter?
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- I found the problem The filter is missing as you mentioned .
Thanks a lot
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Feras Alramli
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