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Hello!

I am a novice with automations and trying to figure this out:

I have one table for Projects, each record is a separate project that is then linked to records in another table for Deliverables. 

When I change the status of a project to Archived, I’d like an automation to trigger all the linked records in Deliverables to also change their status to Archived. What is the best way to set this up?

 

Thanks in advance!

Two approaches to this…

  • Use a lookup field in your deliverables table that shows the status field from your project table, no automation necessary, but not editable outside the project table
  • Automation wise, you’d create an automation with trigger “When Record Matches Conditions” watching the project status field. When it’s set to archived, you then watch to run “Find Records” in the deliverables table where Project=Project from the trigger. Then create a repeating group action that takes the list delivered from the Find Records action, and updates the deliverable project status field. 

Hello ​@Laurel,

There are two main ways you can achieve this:

  1. Since Deliverables are linked to Projects, you can add a Lookup field in the Deliverables table to pull the Project’s status. This allows you to view whether the Project is archived directly within the Deliverables records.

    However, it’s important to note that this method only shows the Project’s status it doesn’t update or change the status field on the Deliverables themselves.

  2. If you want Deliverables’ status to actually update, set up an automation:
    a. Trigger it when a Project’s status changes to “Archived.”
    b. Find all Deliverables linked to that Project.
    c. Loop through those Deliverables and update their status to “Archived.”

attached screenshot for your reference.


Let me know if you need more help. If this works, please mark it as solved. 😊
You can also explore my services and connect with me on LinkedIn.
 

 


Hey ​@Laurel!

Unless you really need to have the ability to change status of deliverables as needed, I would highly suggest you go with the first solution suggested by ​@DisraeliGears01. By using lookups (more on lookup fields here) you will avoid the need for automations and you will also avoid inconsistencies on your data!

Mike, Consultant @ Automatic Nation


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