Forum Discussion

Qrew Cadet

3 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...

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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Qrew Cadet

3 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
Qrew Assistant Captain
3 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
  Qrew Assistant Captain
  3 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
    Qrew Cadet
    3 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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