Hi!
I was wondering if anyone knows how to get the data from the look up records action and display it in a status report executive summary field, preferably with no scripting?
Flow is as follows:
1 - Weekly on Wednesday at 12:00
2 - Look up records from project table where number is PRJ00#####
3 - For each item in project records
3.1 - Look up records from risk table
4. Create record in status report table executive summary
In the executive summary I already have grabbed the count data pill and it is displaying 2 risks when I test, which is correct. It would be beneficial however, to not only display the count but also the short descriptions of each risk record returned. I have discovered that the look up record action allows you to return one short description, but not multiple.
I would like the status report to look like this:
Executive Summary
Risks: 2
Risk Names: Risk 1, Risk 2
