Automation to update old records based on fields in new record

Question

Is there a way to automatically update records in a table based on other records within that table?I have a table that contains the following fields:

Document Number (text)
Revision (numeric)
Status (multiple choice)

I want to change the Status of old records from Approved to Obsolete when a record with the same Document Number with a new revision is added and set to Approved. Ex:

DOC-500 Revision 2 is Approved.
DOC-500 Revision 1 is automatically changed to Obsolete.

Any help is appreciated. Thanks!------------------------------Bre Butler------------------------------

MarkShnierYou · Answer

You can do this with an Automation, but I suggest that you make a copy of the app first to test the Automation unless you are very confident with Automation.

You should be able to trigger an Automation when the Status is changed to Approved, and filter the records to be updated where the Record ID# is NOT equal to the Record ID of the Trigger record Record ID and the Document # equals the Document # of the trigger record.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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