Update connected records - How to filter which connetced records to update

App Development
1

I have an action button which updates connected records, however we only want those connected records to be updated which meet certain criteria.

I can not an option in action rules to filter which connected records get updated.

2

Have you tried automated tasks to update the record? And switch the action to something where to re-generate the results based on different/ updated records ?

3

Do you mean record rules @slimpens?

I guess i could do this unless someone has a more simple solution

  • In record rules for the product (connected records to cases) add a new field called Won Date
  • In the cases action link - update the products field won date with todays date which would cause an edit to the products table
  • Back in the products table record rules, create a rule to update a field value that meets filter criteria which would be something like Won Date = today & Field1 = required value & field2 = required value