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Question

Formula to add records for any grandchild records that have checkbox and specific field value?

  • January 17, 2019
  • 0 replies
  • 23 views

What I am needing to happen is for a user to be able to click a button on an "Orders" table and have an additional record added to the grandchild table for each grandchild record that has a checkbox checked and an "unfilled qty" > 0. I also need this same event to then un-check all of the checkboxes. 

Is there any way to do this? '



Example:

Orders < Line Items < Shipment Detail #1:       fill qty=3    unfilled    qty=5    checkbox=true
                                  new Shipment Detail :   fill qty =5      

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I'm sure I could get this working but it would probably take an hour to set up.  Contact me directly if you would like that help.  it might be possible with Automations, but I know its possible with my User Focus technique so if it wuz me, l that would be how I would tackle this.