9 Replies Latest reply on Jan 11, 2019 7:41 PM by Nicolas Roome

    Filling a new linked field

    Vern Meyer
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      We're adding more information to our contact records. One of these peices of information, we'd like to go back and add to Service Requests (just until the first of the year). I am able to import the contacts to give them all the correct info, but im having issues filling the new linked field in their SRs.

       

      First thought; A rule that runs off hours that updates the record after I import them!

           - Nope, cannot pull from linked items with a time based rule.

       

      Second thought; An import is recorded as an update. So a rule in SR with a trigger of "on linked item update" has the Set field vaule "copy from linked" action. So if I set up that rule before import, will the import trigger that rule and update it's SR?

           - Server stopped responding when attempting an import woth that rule in place.

       

      Any ideas?