Update lot records when board card is archived
Update lot records when board card is archived
Your lot statuses fall out of sync when board cards are archived without table updates, causing reporting gaps. The workflow updates records so coordinators see archived status and last activity the same day.
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Overview
If board cards are archived without updating your operations table, portfolio status and follow-up readiness fall behind. This flow keeps lot records current and visible to coordinators, ensuring archived status and last-activity appear the same day for accurate reporting.