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‎Jan 31, 2024 12:37 PM
Hello,
I am creating a base for performance reviews. Individuals receive Case Review scores (based on a form submission) in one table and then those scores are tabulated in a second Cumulative Scores table. My tables are linked. When I initially created my rollup fields in the Cumulative Scores table, I was able to pull the info from the Case Reviews table and populate my rollup without issue. Now when new forms are submitted, those rollup fields are not updating. I have tried adding lookup fields and automations, but I can't see to get it functioning. Can anybody help me resolve this issue?
 
 
 
 
 
 
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‎Feb 01, 2024 08:34 AM
I've figured out that it's my linked Case Reviews field that isn't updating first. This is the automation I have set up to try and update that field. It runs through without an error, but the Case reviews field still isn't updating.
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‎Feb 05, 2024 07:09 AM
Hmm, in your automation, instead of updating the record in "Team Member Cumulative score", try updating the triggering record from "Case Reviews" instead?
And so it should look like this:
Should work I think
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