RE: How to Relate two records that aren’t joined
I am trying to join two records that are not inherently joined. I could easily do this through a CSV import, but I don’t want to have to manually maintain the data with uploads.
Issue:We have Purchase Orders in our system with updated shipping information, but that updated date is not making it back onto the sales order record. The Purchase orders are not always linked to the sales order record either.
Fields I need for my search, renamed for this example:
Purchase order Record: [Purchase order #] [custom field Related Sales Order#] [PO ship date]
Sales order record:[Sales order #] [SO ship date]
I want to update the sales order record when [sales order#] = purchase order[custom field Related Sales order ID] update [SO ship date] to match [PO ship date].
I cannot figure out a way to do this aside from a CSV import… does anyone have any ideas? I tried to do this through a saved search workflow but couldn’t relate the fields I needed. Thank you for your help!
We have something pretty similar to your setup. The way we made our solution is we created two list/record fields one for each record type. The one in the purchase order is to select the sales order that it related to and the vice versa for the sales order field.
The way we do the automation part is through a script which may be the only way to achieve what you need. When the user selects the sales order in the purchase order and hits save the script will load the sales order then change our custom fields based on the purchase orders fields and then fills in the purchase order reference field so now we can see which purchase order the sales order is linked to from the sales order also.
Sorry for the long winded answer, hope it helps.