My CRM database tracks mailshots sent out to prospects via a parent/child relationship.  I have a portal on the "Prospect" (parent) record layout, which displays the "Mailshot" (child) records linked to the prospect.

 

I'd now like to create a child record for a group of prospects all at once.  I tried to do it by creating a found set and using Records > Replace Field Contents.  But it doesn't create a child for all the prospects.

 

Is there a way to do what I want it to, or am I going to have to rethink the way I've designed the CRM?

use loop -

 

create your found set, create the new child record for the first parent record - set the field, set a variable for the field contents,  then loop - go to next record (exit after last) - create new record, set the field with the variable. end loop

 

hth,

Martie

Thanks Martie!  Worked perfectly.

glad!!!

 

M