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LB's avatar
LB
Qrew Trainee
2 years ago

updating records

Hello, 

I need to find a way to automatically uncheck a box if the record is updated and the box is checked on the record that should be current and used. 
An example would be when a new record is entered and the most recent POC box is checked it would uncheck that box in other records related to that member. 


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Lorrie B
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  • DwightMunson1's avatar
    DwightMunson1
    Qrew Assistant Captain
    2 years ago
    If the records are related in some way, this is a good candidate for a pipeline. 

    Trigger pipeline on update
    Search for records related to pipeline
    update checkbox to NO

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    Dwight Munson
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    • LB's avatar
      LB
      Qrew Trainee
      2 years ago
      Hi Dwight, 

      Thanks for the reply! Yes, I had thought of pipelines too, but in my experience with pipelines so far it has not been user-friendly. I'm never really sure how many fields to add and reference back to or how that works with the other information and selections. 

      So in this instance - to search the records would that be through finding a common field such as fields with the same customer ID, or would I use a related record field?


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      Lorrie B
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      • DwightMunson1's avatar
        DwightMunson1
        Qrew Assistant Captain
        2 years ago
        If they're related via a parent. 
        Customer -> Child

        A.
        Trigger when Child is updated.
        Fields to pass: Customer ID, POC Checkbox
        Condition: If POC checkbox is true

        B. Search for Records
        Where Customer ID is {{a.Customer_ID|int}} and POC checkbox is true

        For Each Do:
        Update record
        POC Checkbox is NO

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        Dwight Munson
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