I have a form save action that when tested at an individual level is working, however when i save a form, the action is not performing as expected, and i can't quite figure out why.
Let me try to explain the situation.
I have a table called TCM_Encounter that is to act as a parent to subsequent rows that will document TCM communication attempts to patients. Not that its relevant to, but TCM is transitional care management, and we have two business days to attempt to contact patients who were recently discharged to get them scheduled for follow up appointments. If you make two attempts but are unsuccessful, the insurance company will still pay some sort of a fee for the attempts, with the overall intention being to help control preventable hospital readmissions.
The TCM_Encounter table has a "Call Counter" column. I want the Call Counter value to be incremented by 1 for each attempt, with the intion of automatically closing an encounter once the second attempt is logged, whether the attempt is successful or not.
So i created this action:
I have this set as the action to run when a new TCM_Communication record is saved, and it triggers the ref action Increment Call Counter on the parent TCM Encounter record, or at least it should ๐ค
and testing the action, it works:
Except it isn't actually triggering when the form is saved... What am i doing wrong? Since it works in testing, my assumption is that the action may be firing before the record is actually created, or something to that effect. I suppose i could move the action to a bot instead of a form save action. Would that be a preferred method, or will this add more processing/sync time for things to finish?
Thanks
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