how do we update a record value in reference table once the current table record updated.
Case Details - Table
Work Order Details - Table
How do we change the status of case status column to closed when work order status set to closed.
Been figuring out the action, but not sure which one to use
Solved! Go to Solution.
Action 1
"Closed"
("Closed" <> [Case Status])
Action 2
LIST([Case ID])
AND(
("Closed" = [Work Order Status]),
("Closed" <> [Case ID].[Case Status])
)
Action 2 should be used by your workflow. Action 2 will then use action 1.
Hi @EugeneB
I dont understand what you are trying to do.
was trying to create a workflow action to change the status of another reference table.
Trying to do as this guide,
but, strange that i have set it, the record of the case details table, Case Status column not update.
Action 1
"Closed"
("Closed" <> [Case Status])
Action 2
LIST([Case ID])
AND(
("Closed" = [Work Order Status]),
("Closed" <> [Case ID].[Case Status])
)
Action 2 should be used by your workflow. Action 2 will then use action 1.
@Steve thanks so much, appreciate your details explanation. i am marking this as the solution, hopefully someone will find this useful in the future.
i missing the condition check for that, previously i placed it as default with true? but wasnโt that if it is true, it will execute it in regards anything?
Action 1 - * Only if this condition is true: ("Closed" <> [Case Status])
Action 2 - AND(
(โClosedโ = [Work Order Status]),
(โClosedโ <> [Case ID].[Case Status])
)
I canโt make sense of this.
@Steve can we pass a value from the Work Order Details column to the Case Details column?
example we have [Arrival Time] from the Work Order Details Table, to pass the value to the [Resolution Time] Case Details table?
Sure!
I have use LOOKUP()
LOOKUP([_THISROW].[SD Case ID], โWork Ordersโ, โCase IDโ,โFinished Date & Timeโ)
in the Action 2,
it is a correct way of doing it?
Looks good to me! Does it not work?
@Steve it is picking the first entry instead of the latest entry, so the result wasnโt the expected one. however i followed your FAQ guide here FAQ: FILTER(), LOOKUP(), MAXROW(), MINROW(), REF_ROWS(), and SELECT() - #3 by Steve
To pick up for the latest entry, thanks. it works like charm. thanks @Steve
LOOKUP(
MAX(My Table[_ROWNUMBER]),
"My Table",
"_ROWNUMBER",
"Wanted Column"
)
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