I have a custom entity (Member) that populates information from the contact entity.
On the contact form, I have a custom field - Member that is set as Yes/no choices. When a contact is created, and the Member field is set to Yes, the new record is created on the Member entity (with the same information from the contact entity).
I'm looking for a way that when users change the Member field to No on the contact form, the status of the member record that has the same information (lastname, firstname, email) is changed to Inactive.
Thank you for your help!
Solved! Go to Solution.
Hi @uypham ,
If you want to change the data of one entity and automatically modify the data of another entity, I suggest you create a flow.
I made a sample for you:
The first entity 'contact' where the column 'Member' is a yes/no field.
Create a second entity called 'Member'.
Create a flow and set the trigger as follows. The flow is triggered when the entity 'contact' is modified.
Set the condition
If the column 'Member' in contact is 'No', gets the row to be modified in the entity 'Member' based on the information(firstname,lastname,email).
Then modify the status of the row.
Modify the data of the entity 'contact' to trigger the flow.
Best Regards,
Wearsky
Hi @uypham ,
If you want to change the data of one entity and automatically modify the data of another entity, I suggest you create a flow.
I made a sample for you:
The first entity 'contact' where the column 'Member' is a yes/no field.
Create a second entity called 'Member'.
Create a flow and set the trigger as follows. The flow is triggered when the entity 'contact' is modified.
Set the condition
If the column 'Member' in contact is 'No', gets the row to be modified in the entity 'Member' based on the information(firstname,lastname,email).
Then modify the status of the row.
Modify the data of the entity 'contact' to trigger the flow.
Best Regards,
Wearsky