Need Help: Updating Order "Delivered Quantity" When a Shipment is Created via Workflow

English Forum
1

Hi ,

I’m setting up a relationship between Orders and Shipments and need some guidance with automation.

My Collections & Relationship:

  1. Orders: This collection has a field called Delivered Quantity (likely a number type).
  2. Shipments: This collection has a Quantity field (also a number type).

Screenshots of the configuration:

Orders Collection:

Image of Orders collection fields
Image of Orders collection fields1861×1100 114 KB

Shipments Collection:

Image of Shipments collection fields
Image of Shipments collection fields1876×1122 117 KB

The Goal:

I want to automatically update the Delivered Quantity field on the related Order record whenever a new Shipment is created. The logic should be:
New Delivered Quantity = Old Delivered Quantity + Quantity of the new Shipment

What I’ve Tried:

I attempted to set this up using a Workflow, but I couldn’t get it to work correctly. I’m likely missing something in the configuration of the workflow node (perhaps in the calculation or the execution).

My Question:

Could someone please provide guidance or a step-by-step example on how to configure the Workflow (or suggest another method) to achieve this?

Specifically, I need help with:

  1. How to correctly trigger the workflow when a shipment is Created.
  2. How to use the Update Data node to:
    • Find the correct Order record linked to the new Shipment.
    • Calculate the new value for its Delivered Quantity field by adding the new shipment’s quantity to the existing value.

Order have multiple products and when we create shipment the trigger or workflow should update multiple products (Delivered Qty Field) in that order

Any help or pointers to relevant documentation would be greatly appreciated!

Thank you.

2

You can do this by adding a collection event (or an post action event) on the Shipments table.
When a new shipment is created:

  1. Trigger the workflow.
  2. Use the OrderId from the shipment to find the related order and its products.
  3. Add the shipment’s quantity to the product’s DeliveredQuantity.
  4. Update the order/product record with the new value.
3

I tried but order have order details child table in it and shipment have shipment items table in it so I didn’t understand how the workflow will work

image
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