Update Parent Record Push to Child Record(s)
Please refer to image below:
Theme is the parent of Capability (theme has many capabilities). The image is showing a Theme record. The user wants to avoid updating individual Ca...
Forum Discussion
Thanks Mark! I have a few questions as this is similar to what I have implemented in the picture from the original post (and did not work):
------------------------------
Thanks in advance,
Jennifer Paschal
------------------------------
- The issue I have had with using automations is that I cannot find a way to exclude pushing fields that have been left blank (User could update Status but not Launch Date or vice versa. How would you implement that piece?
- The Automation checkbox...would the users check that on each row they want to update before save & close? Or is checking the checkbox a part of the automation?
------------------------------
Thanks in advance,
Jennifer Paschal
------------------------------
MarkShnier__You
Qrew Legend
Qrew LegendYou could have two Automatons with different filters being triggered by the same checkbox. The trigger checkbox would need to be on the Parent record.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
- I have (1) my automation that checks all the "update record" checkbox fields on the child table when checked on the parent table, (2) my automation that copies the value inputted in the parent table to the child table when it is not blank (3) and my automation for the second field that does the same as (2).
How would you
- set up the proper trigger to uncheck the "update all" "automation" checkbox fields on the parent table and the "update record" checkbox field on the child table? What trigger should be used so that the automation runs AFTER updates have been made to the two fields (ie the other 3 automations run)?
- reset the status and launch date fields on the parent table? when I attempt to add this part to an automation is does not take blank as an input and upon saving the automation it removes that line in the action.
------------------------------
Thanks in advance,
Jennifer Paschal
------------------------------- MarkShnier__YouLet me answer the easy part first.
When I attempt to add this part to an automation is does not take blank as an input and upon saving the automation it removes that line in the action.
Ya, that bugs me too. I should put in a User Voice. What I do is to create a formula field of he same type as ai need such as a date field, but with no formula. Then I call it like null date used in Automation.
As for ensuring that both Automatons complete, good point.
Maybe you can go back to just 1 Automation, but each Action will have it own filters as to which records are modified.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- If I made this into one automation I would need to put the filters for non-blank on the action where I am modifying the child table. The formula fields you mentioned would be on the parent table (they are equal to the fields changed by the user) so they will not be valid selections in the "Modify records in the child table" action of the automation. How would I make that work?
------------------------------
Thanks in advance,
Jennifer Paschal
------------------------------