Forum Discussion

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...
DwightMunson1's avatar
DwightMunson1
Qrew Assistant Captain
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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    • DwightMunson1's avatar
      DwightMunson1
      Qrew Assistant Captain
      2 years ago
      But you need to exclude the parent in some way from the search so that it doesn't uncheck that one. To the search you could add Record ID is not {{a.id|int}}

      **I always add |int to the record IDs because I'm forgetful in which situations pipelines add a decimal to them and |int will always format it as a whole number.

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      Dwight Munson
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      • LB's avatar
        LB
        Qrew Trainee
        2 years ago
        In the query options, it only allows me to set the "most recent POC" field with an "is" setting. When I try to include the record ID to the parent record it doesn't give me an option to add an "is not" setting. This would have been so much easier to set up in the old automations feature.

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        Lorrie B
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