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Workflow Update Record Action - how to update value on another reference record

Posted on 11-28-2020 07:46 PM
EugeneB
New Member
Reply posted on --/--/---- --:-- AM

how do we update a record value in reference table once the current table record updated.

Case Details - Table

  • Case ID Column
  • Case Status Column

Work Order Details - Table

  • Case ID Column (ref to Case Details -> Case ID)
  • Work Order Status Column.

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
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Posted on --/--/---- --:-- AM
Steve
Platinum 4
Platinum 4
Reply posted on --/--/---- --:-- AM

Action 1

  • For a record of this table: Case Details
  • Do this: Data: set the values of some columns in this row
  • Set these columns:
    • Case Status: "Closed"
  • Only if this condition is true: ("Closed" <> [Case Status])

Action 2

  • For a record of this table: Work Order Details
  • Do this: Data: execute an action on a set of rows
  • Referenced Table: Case Details
  • Referenced Rows: LIST([Case ID])
  • Referenced Action: (action 1)
  • Only if this condition is true:
    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.

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