+2Hello all!
I’m building an inventory database with an associated request form. I have two separate tables - one for full inventory and one for the request. In the request table, I’ve allowed people to link records from the Inventory to a requestor record. What I want to happen is that when an item is added to that requestor record, I want the associated item in the Inventory table to update its status to “Checked Out”.
Can anyone help me logic this one out?
Thank you!
+10Hi
You mention 2 tables but then you mentioned a requestor, is that another table?
In any case you can do that with an automation.
Trigger then a record matches condition being the condition that the item link in the requestor table is not empty (assuming there is one item per requestor)
Then you update the record that belongs to that item with the update record module.
Happy to jump on a quick call to help you out if needed, just book a time HERE
Felipe @Aspirity.com
+2Hi
You mention 2 tables but then you mentioned a requestor, is that another table?
In any case you can do that with an automation.
Trigger then a record matches condition being the condition that the item link in the requestor table is not empty (assuming there is one item per requestor)
Then you update the record that belongs to that item with the update record module.
Happy to jump on a quick call to help you out if needed, just book a time HERE
Felipe @Aspirity.com
Hi Felipe! Thank you for getting back to me.
I worked out the first set of automations, so the workflow is now the following:
What I now want to happen is: when the request record is approved, I want an admin to change the status to “Approved”. Then I want to figure out an automation that finds all the item records that were linked in that particular request and change their status in the Inventory Table to “Checked Out”.
Please let me know if that makes sense!
+31Try creating an automation that triggers when the Status is ‘Approved’, and in it add a Repeating Group that’ll update each of the linked item’s statuses to ‘Checked Out’?
And this is how the automation looks and I’ve set it up here for you to check out
+10Ok well then the trigger would be,
When a record matches a condition, condition being Approved,
You set up a repeating grout, being the record in the repeating group the ones that are the linked items.
Then you update all records that are related to that approved Request and update then.
It should be something like this.
But keep it mind it would only work if there is only one request per item. If an item is has two requests. it would update even tough the other request is nor approved
+2Try creating an automation that triggers when the Status is ‘Approved’, and in it add a Repeating Group that’ll update each of the linked item’s statuses to ‘Checked Out’?
That’s what I concluded with further testing! I’m working on trying to find the records first before using a repeated action. I’ll see if the repeating group works. Thank you!
+10Try creating an automation that triggers when the Status is ‘Approved’, and in it add a Repeating Group that’ll update each of the linked item’s statuses to ‘Checked Out’?
That’s what I concluded with further testing! I’m working on trying to find the records first before using a repeated action. I’ll see if the repeating group works. Thank you!
You don’t need to find the records, as they are already found within the linked field, you just need to set up the repeating group and use that field as input.
+2Try creating an automation that triggers when the Status is ‘Approved’, and in it add a Repeating Group that’ll update each of the linked item’s statuses to ‘Checked Out’?
That’s what I concluded with further testing! I’m working on trying to find the records first before using a repeated action. I’ll see if the repeating group works. Thank you!
You don’t need to find the records, as they are already found within the linked field, you just need to set up the repeating group and use that field as input.
Copy that! And this will work with multiple linked items as well?
+10
Try creating an automation that triggers when the Status is ‘Approved’, and in it add a Repeating Group that’ll update each of the linked item’s statuses to ‘Checked Out’?
That’s what I concluded with further testing! I’m working on trying to find the records first before using a repeated action. I’ll see if the repeating group works. Thank you!
You don’t need to find the records, as they are already found within the linked field, you just need to set up the repeating group and use that field as input.
Copy that! And this will work with multiple linked items as well?
Yes, as you are applying a repeating group. See the screenshot above.
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