Update Quantities (from connected tables)

Add os subtract values

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With the action “Update Quantities (from connected tables)”, you can add or subtract values of a record in a main table from records in connected records when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

Example:

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

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Select the trigger of your choice to activate the action, then select the "Update Quantities (from connected tables)" action, and fill in the options:

  • Chose the Main tab:
    • This is tab in which the quantity to be updated is located. For example, it could be an "Inventory" tab, if you're updating "Quantity" in an inventory.
  • Set the quantity field to update:
  • This is the field to be updated. For example, it could be the "Quantity" field in the "Inventory" tab.
  • Choose the secondary tab where the quantities to be added/subtracted are found:
    • In the "Inventory" example, it could be a "Items sold" or "Items purchased" tab.
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  • Choose the field that links the secondary tab to the record being created/updated:
    • In the "Inventory" example, it will be the "Purchase" connected field in the "Items purchased" that links to the "Purchases" record.
  • Choose the field that links the secondary tab to the main tab:
    • In the "Inventory" example, it will be the "Item" connected field in the "Items purchased" tab that links to the "Inventory" record.
  • Choose the field on the secondary tab that has the quantities to add or subtract:
    • In the "Inventory" example, it will be the "Quantity" field in the "Items purchased" tab.
  • Set the id of the record being created/updated:
    • In the "Inventory" example, this would be the id of the sale that has connected "Items sold".
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  • Choose whether to add or subtract quantity
  • Multiplier(optional):
    • Numeric value. Number added or subtracted will be multiplied by this (defaults to 1 when left empty).
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Click on save