Thanks.
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."
"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.
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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.commarkshnier2@gmail.com
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Qrew Legend
