Hoping someone can help me with this, I have the Accounts as a table with the related Contacts as Drawer under Accounts. I am looking for a way to update a field on the Account (parent) record when a field on the Contact record field equals “test”. doesn’t matter how many Contact records have this value.
In other words if "any of the child Contact records field1 = test, then update the Parent Account field to “Contacts Test”
Thanks, Ann
Question
Update Parent field based on child record
+7This topic has been closed for replies.
+10Interesting request. It sounds like you need Branch actions. On the below page, You’d want to apply whatever If-Then Logic in the formula of the Brach shown in the picture within the global action. I have it set up to where it’ll be updated every time you press the Special Save global action.
Receives Test From Branch
Receives Test From No Branch Everytime
Account
Contacts
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