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Trouble setting up new automation

Topic Labels: Automations
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Debbie_Benkovic
4 - Data Explorer
4 - Data Explorer

Hi everyone. I am trying to set up an automation where when a diagnosis field for a trip in one table is updated it finds the corresponding person (that is connected) in another table and updates a diagnosis field in that table where only different diagnosis is entered. Attached is what I have started. It doesn't run. I tried adding a find records step but couldn't configure the condition (screen grab also attached). 

Suggestions please!

10 Replies 10

Hello Debbie,

As far as i understand your problem, you should no link table "Passengers" to table "Diagnosis directory".

As Adam said, you should define a rollup field in table passengers as such:

Pascal_Gallais_0-1724162764839.png

I copied your base and modified the Flight requests in order to have 3 different diagnosis on 3 different lines for Bobba Flett, here is the result in passengers tables:

Pascal_Gallais_1-1724162911738.png

If needed, you can also filter this "diagnoses" rollup field to show only diagnoses for which status is either "In progress" or "Booked" in "flight requests" table:

Pascal_Gallais_2-1724163226114.png

 

Regards,

Pascal