I have a custom module that contains records that have been added/updated via import. (SkyVia) When the records are added or updated i'd like the Assigned account to be updated on the record. Right now this is manually assigned by staff. We are using a linking module as well.
Accounts module is the parent
Keys module contains the records that are added / updated
The relationship is one account to many keys. Which may remain with the account for life or occasionaly be reassigned on update to another account. (buyout, transfers,etc.)
The unique identifier on the keys record is "AcctNum" it is the same as the "Account Number" field on the Account.
On Keys record creation or update, the workflow needs to get the assigned Account by crossreferencing the AcctNum and then attach it to the key.
i've not been able to find a simple script that does anything close to this. it seems it should be very simple to locate the record by a field, obtain its id and update the related list item with the name wihout user intervention.