Trigger Action on Summarized Field
Table A is the parent table and Table B is the child. Monthly, we go onto a website and download data that gets loaded into Table B It all gets complied into one spreadsheet. Table A's prima...
Forum Discussion
You have not really described what the ACTION does. But the Parent record can know via a Summary field of the Maximum [Date Created] of the child records.
The Excel upload process is manual anyways, so my suggestion is to run an ACTION on the Parent records subject to a filter that the children have been uploaded (re Maximum date above is say today or this month - whatever your billing cycle is).
So, how to act on those parents. One way is to have a dedicated table called like Trigger Billing with exactly 1 record in it. It will be Record ID# = 1. Set up a formula field on the Parent records equal to a 1, which are all now children to that single Trigger Billing record.
Then you will do the upload manually and then when you are ready to trigger billing, you will toggle a checkbox on the Trigger Billing and that will kick off the ACTION. You can make a URL formula button to flip the value of that checkbox.
The Excel upload process is manual anyways, so my suggestion is to run an ACTION on the Parent records subject to a filter that the children have been uploaded (re Maximum date above is say today or this month - whatever your billing cycle is).
So, how to act on those parents. One way is to have a dedicated table called like Trigger Billing with exactly 1 record in it. It will be Record ID# = 1. Set up a formula field on the Parent records equal to a 1, which are all now children to that single Trigger Billing record.
Then you will do the upload manually and then when you are ready to trigger billing, you will toggle a checkbox on the Trigger Billing and that will kick off the ACTION. You can make a URL formula button to flip the value of that checkbox.