Automation Issues - Perform Action on Another Table

[mykrobinson]

I'm having trouble with an automation that I want to add a step to. Here's a brief video showing the automation in its current state, which takes place when a new record is added to the Discharge table:

https://drive.google.com/file/d/1YTmptnHmO-E7v8rAI244oRdc9ayU5VOh/view?usp=sharing

What currently happens is, when a patient is flagged as discharged, it triggers a message to be sent to an internal Google Chat view webhook. The next step checks to see if there are any Follow Up instructions for the TCM team (transitional care management). If the Follow Up field is not blank, a subsequent message is sent via webhook to another Google Chat to the TCM team.

I need to add another step that sets the value of [Will Not See] to blank once a patient is discharged. This column exists in the Patient Population table and NOT the Discharge table. I have tried a few different things but keep coming up with errors. It seems that since this automation starts with the Discharged table, all subsequent actions must take place on the Discharged table, with the exception of the chatbot/webhook parts, as they allow me to specify a table.

What am i doing wrong here?

[Suvrutt_Gurjar]

Based on the understanding of the requirement without going in too deeper details.

You could try a reference action that starts from the Discharge table and sets the column in the Patient Population table. I believe the two tables will have some relationship linked by Patient name/number  that will help you to identify the rows from the Patient Population table to be updated. Since the action starts from the Discharge table you should be able to include it in that table's BOT.

The above is not tested or even tried, Automation configuration could have unforeseen "not possible" roadblocks. But I believe worth giving a try.

[mykrobinson]

Hmmm. Thinking this through out loud to refer to tonight for testing...

So add a [WIll Not See] column to the Discharged table that is a ref to [_patientIdentifer].[Will Not See] then try setting the value here:

except for the right column which will show up later after i add it 🙂

I realize we are talking theory at this stage, but it should be a physical column and not a virtual, right?

[Suvrutt_Gurjar]

The action on the Discharge table will  be "Data: execute an action on a set of rows". This action can be set in the BOT.

The referenced action on the Patient Population table will be "Data; set the values of some columns in this row" ( It will set the value of  [Will Not See] to Blank)

A sample app that shows how reference actions work:

Please take a look at the app description that describes reference actions

https://www.appsheet.com/templates/This-app-shows-how-to-use-reference-actions?appGuidString=e76d2e7...

[mykrobinson]

thank you, i'll dig into this!

[mykrobinson]

I think i figured this out. Short version, I was thinking about this WAY too hard and totally skipped over a much simpler method to achieve the end result. 

Discharging a patient is currently set to a grouped action, tied to a button. I just added another action to the group action to reset the desired field. Haven't tested yet, but it makes sense in my head: