I am creating a basic CRM for internal use.
I have a table “organizations”, containing the columns [organization name], [stage], plus others which are not important
Than I have a table “projects”, containing the columns [organization name], plus others plus others which are not important
The column [stage] in table “organizations” is displayed as dropdown with fixed predefined values:
Cold Lead
Contacted
Interested
Call Scheduled
Pilot Project
Project
What I would like is that whenever I submit (the form view) of the table “projects”, it should, of course, first of all add the new row in the table, as usual, but also change the value of the column [stage] in the “organizations” table to “Project”, from whatever it was before.
The form view of table “projects” will have the [organization name] displayed as dropdown, and the choices will be the values of the column [organization name] from the table “organizations”.
NOTES:
Looking forward to your answers, and please let me know if you need additional details.
Solved! Go to Solution.
Sure you can. You can create a workflow that runs only upon Deletes, which triggers the actions to run. Or you can replace the system-generated Delete action with one that is a grouped action (although keep in mind there may be other ways that a record could get deleted, and thus wouldn’t trigger everything you want).
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