Feb 09, 2021 10:01 AM
Hi - If i have company > projects > invoices realtionship in my table and an automation triggers on a company update, what is the best way to find the invoices for that company?
I am trying to avoid lookups + helper columns and use scripting instead, currently im doing (in psuedo code):
Current company ID (from previous step)
Find that record in the company table
Get contents of the “Projects Field”
For each product.id get the contends of the “Invoices” field"
For each invoice.id find the record and get the data I need.
I suppose my question really is this - when using linkedin field data is there a quick way to get the record that is linked to or do I just need to get the ID and then find the record in that table like I am already doing?
Feb 09, 2021 02:08 PM
@kuovonne Maybe you can help if you have a sec?
Feb 09, 2021 08:51 PM
Your method of following the relationships to get to the linked records sounds fine. It is the most common method, although it is not the only way.
Most importantly, it is a method that you understand and can maintain.