Update Parent when creating child record

rbross

Hello,

Must be missing something simple on this update I need to do!
When I create a child record I need to update a value in the parent.
To Add a new child I call a process "ENTERNEW_Unit"
ENTER NEW Unit With Unit.OBTrip=Trip

This open the form to add a new Unit, but can I update the parent using the "WITH" function as well Trip.Attr=Unit.Attr or do I have to call an other process after I create the record selecting the option "Call Process after Saving" on the form or can I do this with a Rule on the Trip BO?
Still learning how and when to use rules on the BO vs a process!

Thanks

customaware

Here is a demo Roger.

ParentTotal.zip

37.43kB

rbross

Thx Mark, That's close but not quite what I need.
Parent BO "Trip" has two attributes Origination and Destination
When a record is added the the child BO "Unit" or the Origination or Destination is changed on a child record I need to update the Trip.Origination with the concatenated values from the 1st Unit record Origination, City and State and update Trip.Destination with the concatenated values from the last Unit record for the Trip, Destination, City and State.

I tried using the MIN function but that will not let you concatenate attributes. I am thinking I need to use a process after a Unit record is added or changed. Maybe call the process from a Rule on the Unit BO.

rbross

I figured it out!
Solution found... Needed to split up my process.
Added a Rule on Unit BO to call process when Unit.PS_Origination WAS CHANGED or Unit.PS_Destination WAS CHANGED

FIND Trip
Call #2
Call #3
FIND 1st record in Unit for Trip, Update Trip Origination
FIND Last record in Unit for Trip, Update Trip Destination