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Pipeline Simultaneous Multiple and Single Record Creation Ideas

  • March 21, 2022
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Hi,

I am working on a workflow solution and am struggling to solve a problem. Hoping someone in the community who has a bit more experience with pipelines may have a (relatively) straightforward solution I'm not thinking of.

Here is what I'm looking to accomplish:
Two tables involved:
1. Parent table  = A
2. Child table = B

Each month, users will have a grid edit report where they can see their B records from the prior month. My idea is they will check the renew checkbox field on this report for B records they want to renew for the current month and save the report. The past month's records will need to stay associated to their A record, so copies of the renewed B records will need to be created and associated with a new A record.

The question I have is, how do I get the trigger to recreate (copy) the B records for each trigger, but only create a single A record to tie them to. Example, a user wants to renew 6 B records, so I would need 6 new B records created, but only 1 A record created that all 6 Bs will be tied to. Ideally I want to accomplish this in a single pipeline, if it's not possible then that is good to know. I'm open to other solutions. I feel like this is just an order of operations solution that I can't wrap my head around currently.

Thanks in advance for the help!

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Curtis Middleton
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  • CurtisM
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  • March 21, 2022
To add to this, an idea I had was to have it search A records for an existing record by the end user that would meet certain criteria and if it found one, then to not create a new record. Just not sure how that look from a functional standpoint in pipelines and if that would add a significant amount of run time if it was doing that a dozen times. Though, not sure if there is a more efficient way to implement that.

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Curtis Middleton
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