Help

Automation - select record with the earliest date among the records linked to the same company

Topic Labels: Automations Base design
134 0
cancel
Showing results for 
Search instead for 
Did you mean: 
Arthur_CRM
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi,

 

What I would like to do is simple : 

When I update a record in table "Participations", I want to check if this record is the earliest (in term of date) record linked to a specific company. If it is, in single select field "Participation active?" select automatically value "active".

How would you do that? I have trouble adding the condition of selecting the record with the earliest date among records linked to the same company.

 

Thank you, 

Have a nice day, 

Arthur

 

0 Replies 0