Here is a little background about the app I am working on. It is a CRM app for commercial solar panel cleaning. I have a schedule table and an opportunity table. The schedule relates to the opportunity.
When the guys in the field arrive on site, they hit an action that changes the schedule status to โwork in progressโ and โwork completeโ when they depart.
I need those statuses to record in our opportunity table for the opportunity status, as well, but am having no luck.
Anyone have anything similar they can help me with?
Have you tried using the Grouped: execute a sequence of actions action? It could run 2 actions: one to update the scheduled status and another to update the opportunity status.
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