Looking for the simplest path here:
-I have a table called “Accounts,” with a yes/no field called “Purchase Order Required?”
-I have a second connected table called “Contracts,” with the text field, “Purchase Order Number.”
-Desired outcome: If the PO Required? field is marked “No,” I would like all Contract records under that account to show “No PO required” in that Purchase Order number field.
But I am not seeing anywhere that I can create that conditional, aside from a Task. At the field level, I am only able to create conditionals based on that field’s table values, not connected table’s values. Likewise with the record rules when the Contract is created. No ability to set the PO Number value based on the connected Account value.
It feels like I’m missing something. I could set a daily Task to update the PO Number value, but that seems like the long way around. Any thoughts on a more direct route?
