Pipeline Notification
I have a pipeline that is setup for our Accountant to run when they select a date range and client and then it will assign all the entries in the child table to the parent invoice record. To make sure...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendWhen you add a bulk upsert row you want to grab the Record ID of step A which is the trigger record and out that in Related Invoice. I think that will show up as just ID on the field list. So when you build the bulk upsert rows, some of the fields will be populated from step A and some from the search step.
Related Invoice = {a.id}
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Mark Shnier (YQC)
mark.shnier@gmail.com
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Related Invoice = {a.id}
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Mark Shnier (YQC)
mark.shnier@gmail.com
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Doh!!! I was so close! Worked like a charm! Thank you, Mark!!!
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Ryan Locke
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Ryan Locke
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