I have an Automatic Status field that needs to change based on dynamic fields. Instead of setting up a cron that will run through every record, could we have it trigger the status update on page load & if the record is part of a query in a list/report?
For example, I have a parent entity that acts as an invoice and a sub entity that is used as the jobs that are billed on the invoice. We have an Automate Actions button on the jobs for assigning the current user to that job, this sets the job to "Working" status. This should trigger the parent/invoice to change from "Open" to "Working" based on the SUM of the jobs in "Working" status being greater then "0".
Then an Automate Actions button that sets the job to "Completed" If all of the jobs status's are "Complete", have the invoice status set to "Complete".