Charlie Kilo Posted March 11, 2013 Posted March 11, 2013 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?
MartieH Posted March 11, 2013 Posted March 11, 2013 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
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