Workflow Help
Afternoon Community,
Okay, here's the schematic.
Intake Table (Parent) - contains project information, has 1:M relationship with Intake channels table.
Intake Table - also has relationship with Communication table (child)
When a Communication record is created, it takes the channels from the Intake Channel table and copies them over to the Communication channel table (since the communication team may deselect or select additional channels).
Herein lies the problem. Because the automation only copies the channel information when the Communication record is first created, if the user selects additional channels after the fact it isn't bringing over the additional channels.
Any ideas how to bridge this gap?
------------------------------
Michael Sargent
------------------------------
Okay, here's the schematic.
Intake Table (Parent) - contains project information, has 1:M relationship with Intake channels table.
Intake Table - also has relationship with Communication table (child)
When a Communication record is created, it takes the channels from the Intake Channel table and copies them over to the Communication channel table (since the communication team may deselect or select additional channels).
Herein lies the problem. Because the automation only copies the channel information when the Communication record is first created, if the user selects additional channels after the fact it isn't bringing over the additional channels.
Any ideas how to bridge this gap?
------------------------------
Michael Sargent
------------------------------
