Forum Discussion
EvanMartinez
8 years agoModerator
Hi Joey,
For my example the report link needs to be in the child record since that is the record that needs to be changed. Unfortunately, my example works when that installation ID is the reference field not the reference proxy. Actions/Automations look to target the reference field itself while the reference proxy is used for data entry to make the information to identify records more user friendly. Reference proxy fields aren't a target for Actions/Automations at this time. My hope was your installation ID was a key field/reference field for your relationship. I'm sorry this suggestion for using an Action doesn't meet the needs of this workflow at this time.
For my example the report link needs to be in the child record since that is the record that needs to be changed. Unfortunately, my example works when that installation ID is the reference field not the reference proxy. Actions/Automations look to target the reference field itself while the reference proxy is used for data entry to make the information to identify records more user friendly. Reference proxy fields aren't a target for Actions/Automations at this time. My hope was your installation ID was a key field/reference field for your relationship. I'm sorry this suggestion for using an Action doesn't meet the needs of this workflow at this time.