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Question

Automation - update parent

  • April 17, 2020
  • 0 replies
  • 124 views
I have two table 

Lead table (Parent) 
Activity table(Child)

When I add automation record in my apps 
Trigger -- Activity record added
Action : update lead table fields with new value from child table.

apps not allow me to save the automation.

Is automation not work from child to parent or I miss something ?

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Feras Alramli
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  • JohnCrosland
  • Registered
  • April 17, 2020
Hi Feras,
I am not sure what you mean by the Apps not allowing you to save the automation. Also, I do not think that you need to use an automation to set the values inside of the parent. You can do this natively with table-to-table relationships. You can add a summary field of the maximum Record ID # of Activities table into the Leads table, and then you can add another table-to-table relationship with the Lead record being the child using that field.  You can then bring any information in the last Activity record created up into Leads.​ That way any changes made inside of the Activity are automatically reflected inside of the Lead.

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John Crosland
Software Developer
Inglett & Stubbs
Mableton GA
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