Jul 23, 2023 02:02 PM
I'm trying to put together an automation that will update a date field within a group based on a selected record in that group. I put together an automation that watched a view with only the main records and then pulled all the other records from that group into a list and then updated the record with that main record's date. However for some reason when I went to update the 2nd group with it's own automation, it started updating both. Is there an easier way to do this?
Based on the image below, I want the date for CEE to go into all the CEE countries and the date for Benelux to go into all the Benelux countries.
Jul 23, 2023 05:43 PM
You might consider changing the "Sub-Territory" field to "Link to other tables".
That way all dates can be changed by just doing a lookup.
Jul 24, 2023 09:06 PM
Yes, there might be an easier and more reliable way to accomplish this without affecting other groups. It sounds like you are using a list to pull records from a group and then updating a date field based on the selected record. The issue might be related to how the automation is designed to handle records from different groups. Burger King Survey
Jul 24, 2023 11:47 PM