Luison Lassala 2/10/2023 10:42:15 AM
@Brett It is a while since you posted this solution but I've had no reason to use it until now.
It works quite well when there is a match between the two tables: Donors and Donations (I'm using Email + Firstname + Lastname as the match conditions).
But when there is no match I need TD to create a new Donor record, using the values in the 3 donor-specific fields in the new Donation record: Email, Firstname & Lastname.
I have created a Workflow Action in Donations table that creates a record in Donor table with the 3 fields as Assignments. And I have a Trigger that executes that Workflow Action when a new Donation record is created AND when the Text Formula column in Registration [Email, Firstname, Lastname] <> Donor's [Email, Firstname, Lastname]. But the trigger is not creating any new Donor records.
Any suggestions on how Donor records could be created when there is no match with new Registration details??