Hello,
I'm hoping for some help.
We are using a third party app for barcode scanning and we are integrating updates from that into Zoho using Zapier.
Right now, the barcodes are logged in a custom module that uses lookup fields to associate the client and the deal record (that we call jobs) to the barcode module.
Those client and job modules that are already associated to one another are also associated to the barcode.
Using zapier, when a barcode is scanned, it searches for the client record attached to the scan by the client email. When it finds the email address and the right client, it updates a "Barcode Status" field to the appropriate status based on a trigger. In this instance, let's say it updates the "Barcode Status" field to Ready for Production.
I've set up workflows that if that field is set to Ready for Production, the associated barcode module entry will update its status drop-down to Ready for Production and the related deal/job module will update its status to also be Ready for Production and this is all working well even though it's a bit circular, Zapier won't allow us to update the barcode or job module directly.
What I CAN'T get it to do, is update multiple associated job modules. When I set the client record up like so, with multiple lookup fields to associate multiple jobs in process, I can't get the workflows to do the same thing for jobs 2 and 3.
I've already figured out how to get Zapier to filter to update the right barcode status field in the Client record depending on which active job it is, but the barcode status fields won't update the associated records, it will only do the first one.
Any thoughts?!?!
Thanks