Records Generated/Linked Automatically

It would be amazing if there was a capability to generate and automatically link a record based on the creation of different record. For example, our team generates a Monitoring Record when they debox raw ingredient and enter several test results. Later in the process a Batch Record is generated which includes this raw ingredient. Often the Batch Team needs to view the data entered for the Raw Ingredient, but they need to search it out in the completed records. If the Batch Record could be automatically generated (and linked) to the original Ingredient Monitoring Record it would save a lot of time and help with our verification process later.  

An alternative might be adding test fields to the Ingredients portion of the Batch Record - that way data for raw ingredients could be directly added to the batch record, instead of in a separate Monitoring record? Not sure if this would be possible.  

  • Guest
  • Feb 5 2016
  • Under review
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  • Amusik commented
    February 9, 2016 09:37

    Hi Courtney;

    As far as I know, we have planned a module called Workflow Automation that will do exactly what you described. The idea is that you can create a rule like "If there is a monitoring record created in program Detox, then create a batch record in program Veggie Soup"

  • Guest commented
    February 10, 2016 20:46

    Perfect! That would be amazing.