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‎Mar 01, 2023 06:53 AM
I may be having a particularly dense day here, however am not understanding how to automate the following situation:
I have four workflow records for each project in a table. There are multiple projects in the table. The workflow records are, in order "project name" Define, "project name" Design, "Project Name" Build and "Project Name" Test. Each has a status of "Not Started", "In Progress" or "Done".
What I want to do is, based on the trigger of the status changing from "In Progress" to "Done" in one task, set the status in the subsequent task to "In Progress". I can select the trigger record without a problem, but how can I move to the next record in the sequence?
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‎Mar 02, 2023 12:29 AM
Hmm, you would need to have a "Find Record" action to help you find the next task I'm afraid, and so your automation would be like:
1. Trigger when record status changes from "In Progress" to "Done"
- Conditional 1: IF project name = "Define", "Find Record" action to look for the "Design" record for this project, update it to "In Progress"
- Conditional 2: IF project name = "Design", "Find Record" action to look for the "Build" record for this project, update it to "In Progress"
- etc..
Does that make sense?
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