Question

Issue in record sync

Forum|Forum|5 months ago
March 4, 2026
8 replies
0 views

Hi Team,

I have a main record type called Case, which is based on the Case table as its source.

For reporting purposes, I created another record type called Closure Report, and this record type is also using the same Case table as its source.

In our process model, we are using the Write to Record smart service to write data into the Case table.

The Case record is syncing automatically without any issues. However, the Closure Report record is not syncing automatically. When I check the data preview of the Closure Report record type, I can see the latest updated values in the table.

If I perform a manual sync for the Closure Report record type, then it works and the latest data is reflected properly.

Previously, we created similar report-type records using the same approach, and they were working fine. This issue is occurring only for records created from last month onward.

Could you please help me understand why the Closure Report record is not syncing automatically even though the data is getting updated in the source table, and why it works only after manual sync?

stefanhelzle0001

I copied your question into the AI Chat in the documentation and got some good hints.

kaviarasas674847Author

Could you please share a possible solution to this issue?

shubhama926776

The Write to Record smart service only triggers auto-sync for the record type it writes to (Case). Since Closure Report is a separate record type (even on the same table), it doesn't receive the sync signal.
You can add a Sync Records smart service in your process model targeting the Closure Report record type right after the Case write.

kaviarasas674847Author

Previously, we created similar report-type records using the same approach, and they were working fine. This issue is occurring only for records created from last month onward.

shubhama926776

Older reports likely used unsynced record types.

harshas2775

The write records node has input and record type Case in the configuration and not the Closure Report record type. That is why just Case record type is synced. You should add a sync record smart service after the write Case records node to have the Closure Report Record synced as well within the same process. That will resolve the issue you are facing as well as prevent need of manual sync.

kaviarasas674847Author

Previously, we created similar report-type records using the same approach, and they were working fine. This issue is occurring only for records created from last month onward.

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