Updating parent record when child record changes

Question

​Hello,The feature to insert screen shots into discussion threads still doesn't work (already reported) so I will describe it here.Parent table: SampleChild table: ChasesI have a daily automation that works perfectly but I want it to occur when the record changes, not just once per day. Samples has a summary field {Count of compliant chases] and a field [Overall compliance status]. When a Sample has a [Count of compliant chases] greater than or equal to 1, and the existing [Overall compliance status]="Not compliant", I need the automation to change the [Overall compliance status] to "Compliant".I've tried so many things to get this to work, for example:

building an automation to fire when the data changes, exactly with the same criteria as the daily automation (no error messages, just never fires)
tried having the user click 'edit' on the parent form and save after the summary field changes (neither an automation nor a form rule do the requested action)
tried having the user click 'edit' on the parent form, leave that open while they then edit and save the child record, then save

It's weird because I'm following the instructions in the Help section. There must be something about my tables that is causing this?TIA------------------------------Audrey------------------------------

audreybenenati · Answer

​Ok, I tried that about 20 times, no kidding, and it never worked. I tried it again just now and it worked. Weird.Thanks for your assistance.------------------------------Audrey------------------------------

markshnier__you · Answer

An Automation will only fire when a record is edited and saved. It will not fire on a record change which occurs though the passage of time or via a summary field or lookup field changing.

You have not said what record type you are triggering on. You should be triggering on when the table for compliant chases is edited, and if their are criteria based on a summary fields from parent records or regular fields from the parent , get those looked up down to the child so that you can filter your Automation trigger to only trigger when it should trigger.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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audreybenenati · Answer

Thanks.  &nbsp; Can you reword this sentence please? "You should be triggering on when the table for compliant chases is edited, and if their are criteria based on a summary fields from parent records or regular  fields from the parent , get those looked up down to the child so that you can filter your Automation trigger to only trigger when it should trigger." &nbsp; "Looked up down to the child" sounds like what I already did. I have a summary field in the parent table that counts the # of compliant records in the child table. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;       The information in this email message is confidential and for  the sole use of the intended recipient.  If you are not the  intended recipient, you are hereby notified that any  dissemination, distribution, copying or use of this information  is strictly prohibited.  If you received this communication in  error, please notify the sender immediately.  Blue Cross and  Blue Shield of Arizona, Inc. and its subsidiaries and affiliates  are not responsible for errors, omissions or personal comments  in this email message.------Original Message------An Automation will only fire when a record is edited and saved.&nbsp; It will not fire on a record change which occurs though the passage of time or via a summary field or lookup field changing.You have not said what record type you are triggering on.&nbsp; You should be triggering on when the table for compliant chases is edited, and if their are criteria based on a summary fields from parent records or regular fields from the parent , get those looked up down to the child so that you can filter your Automation trigger to only trigger when it should trigger.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commarkshnier2@gmail.com------------------------------

markshnier__you · Answer

I'm trying to suggest, that if you are not already doing so, to trigger Automation on a child record being added / edited and I'm guessing that you are now trying to trigger on the parent record (which is not being edited). If the child record needs to know something that the parent knows in order to properly Trigger, then lookup those fields down to the child.

If it is also possible that a status change on the parent record could also need to have another Automation triggering on an actual edit change on the parent.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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audreybenenati · Answer

The trigger is currently&nbsp;a change in a summary field on the parent table&nbsp;that counts compliant records on the child table. It doesn't work except on a daily automation.Is that what you're saying? It sounds like you both&nbsp;are and are not saying that in different sentences. Are you able to reword "look up down to the child"? Maybe you mean something different than a summary field on the parent table that counts child records.------------------------------Audrey------------------------------

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Updating parent record when child record changes

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