Hi, Not sure what I’m doing wrong…and I hope I can explain it..
I have a “Project DB” and a “Line items DB”, when I create an Invoice in “Invoice DB” I do it with a button, but sometimes I have to add several Projects to the prepared invoice.
I tried a Rule that links the “line items” from the projects, when the Invoice relation is added, to Invoice DB (which is one to many One Project /One Invoice - Many Line Items).
Now, it works, but the rule is replacing the already linked “Line item”, how do I do it so that stays, so that it does modify what’s already there?
Please help me better understand your terminology.
Initially I thought when you say “Line Items” you mean those line items that are on the invoice. What are those line items you actually mean, what’s their role?
When you use the Link Line Items action it should not unlink existing Line items that are already linked.
If they are getting unlinked, you may want to check out the activity log for the Invoice to see what is going on.
You mean the log from the rule? It says it works, but it just unlinks the last line item. If I do it manually, without a rule, just adding the Invoice relation to the line items it works, but I don’t manage with the rule.
