This question relates to updating connected tables in Tadabase. The specific use case is a CRM system with two connected tables:
the “opportunities” table includes a summary, and
the “interactions” table includes the details of each interaction connected to the “opportunity”.
The opportunities table includes a “last interaction date” field. This is the last time a contact was made.
When a user enters a new interaction, I would like to automatically update the “last interaction date”. Right now, this is done with a Form rule (updating a connected record). However, when the user enters an old interaction (e.g. that was forgotten), the “last interaction date” should not be updated.
I didn’t find a way to make the test in database (see screenshot below).