Many-to-Many linked records and workflow triggers

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1

Is it possible to have a workflow comment on associated user records in a many-to-many relationship?
a user can have many properties
a property can have many users
Desired workflow:
When a property record is updated
comment on the trigger property’s linked user record(s)

I’ve tried setting it up as:
Trigger:
When a Loss record is updated

Step 1
Add a comment to record
Table: User
Record ID: Trigger

when I test the workflow, it ‘passes’ but the comment shows up on a seemingly random unassociated record

2

I think this should work:

Trigger:
When a Loss record is updated

Step 1
For every record in a list…do…
Select your list
Select your action

1 Like
3

Thank you!
I only noticed the “For every record in a list” workflow option long after posting the question. Now if i could only plug this step into an existing workflow.

4

I’m not sure what your workflow looks like but I don’t see why you wouldn’t be able to.

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5

what?! i never saw the (+) when hovering over the line before! this is a game changer

1 Like
6

heyo!! glad you saw that! :slight_smile: