Forum Discussion

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  • I would create a simple action that just says when a "Site Visit" record is added, modify the related record and copy the value from the "Status" field in "Site Visits" to the "Status" field in "Work Order".
    • MCFNeil's avatar
      MCFNeil
      Qrew Captain
      You would need to make a "Report Link" field on the Site Visit table that uses the 'Related Work Order' as the connection.

      (Basically making a fake reverse relationship).

      Then you will be able to edit the parent Work Order when a Site visit is added.