I need an automation that, when there is a new record received in one table, to check a box with the matching ID in another table.
THE BREAKDOWN:
I have a (unique ID) four-digit “Repair Order” in table1 that, when the balance = $0, sends out a “Cust Survey”. The ‘Survey’ is identified by the same (unique ID) four-digit “Repair Order” number. WORKING PERFECTLY!
I then have the “Survey Results” table, or table2.
When a new set of ‘Survey Results’ are received in table2, we need to locate and match the “(unique ID) four-digit “Repair Order” number in table1 and check the “Survey Received” checkbox in that table.
All the sudden I can’t think of a flow for the automation!?!
I do know that I can’t LINK the tables because there is nothing in table2 to link to… right?
PLEASE HELP ME!!!
DG