How can I update the "status" field in the parent table when there are multiple records with different statuses in the child table, such as "Started," "Inprogress," and "Hold"? I want to update the status in the parent table to "Hold" if there is at least one "Hold" record in the child table; otherwise, update the status to "Inprogress."
You can make a summary field in the relationship. Click the box that says 'Whether any records exist' for your summary field, and add the filter 'Where status = On Hold'. So now you have a checkbox on the parent that tells you whether any children exist that are on hold.
If the Status on your parent is a formula field, then you simply just say If the checkbox = true, the status is 'On Hold', else the status is 'In Progress'.
If the Status on the parent is a manual entry field, you will need to use a pipeline. Trigger it off the child table and say, when the status of a child is changed, search for the parent and if the checkbox is true, set the parent status to on hold. If not, set it to in progress.
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