I have three tables - Orders, Shipments and Notes.
Shipments are connected to Orders.
Notes are connected to Orders and Shipments. (Many notes to one)
When working with Orders, I can add notes without and issue, and they are connected to the Order.
When working with Shipments, the notes do not attach to the Order.
I’m pretty sure that the issue is that the Notes are connecting to the Shipments and not the Orders, but somehow I need to make this happen.
Thanks in advance for the help!
What do your form rules look like? Are you inserting new connected records to both the orders and shipment tables?
Yes. When an order is created, it adds a note.
When a shipment is made for that order, a note is added. This is the one that doesn’t work.
I can make work with Zapier for now, but I’d rather have it work within the platform.
I just want to make sure I understand, the note record isn’t being created at all or the connection isn’t being set?
Sorry, the note is created but the connection is not made.