Best way to get input from one popup and write two different records?

Using the method from : https://www.googlecloudcommunity.com/gc/AppSheet-Q-A/Add-a-new-row-to-another-table-and-update-that-... I was able to create a group action that prompts me twice to update with user defined input. The issue is that this is supposed to be a transfer from one location to another. Two fields would be the same information so I am trying not to enter it twice. (The amount for the from location would actually need to be converted to a negative number). Since "Data: set the values of some columns in this row" input's seem to be limited to this one action, I'm wondering what a best practice solution is. I'm considering using the above method with temporary data and it seems too sloppy.

Solved Solved
0 2 101
1 ACCEPTED SOLUTION

I gather this is a financial management app?  And the "transfer" you speak of would be a transfer from one account to another OR something similar?  When you enter the Amount in the popup, what row is it being saved to?

Typically in a financial-like app, you would record the "From", "To" and "Amount" in a Transactions table - e.g. entries made in a popup.  It's important to retain what transactions have occurred over time in case some balance issue arises.   You then use that inserted Transaction row to make the necessary account adjustments - subtract from the "From" account balance and add to the "To" account balance. 

The adjustments are completed with a set of actions triggered with a Bot on the newly added Transaction row.

I hope this helps!

View solution in original post

2 REPLIES 2

I gather this is a financial management app?  And the "transfer" you speak of would be a transfer from one account to another OR something similar?  When you enter the Amount in the popup, what row is it being saved to?

Typically in a financial-like app, you would record the "From", "To" and "Amount" in a Transactions table - e.g. entries made in a popup.  It's important to retain what transactions have occurred over time in case some balance issue arises.   You then use that inserted Transaction row to make the necessary account adjustments - subtract from the "From" account balance and add to the "To" account balance. 

The adjustments are completed with a set of actions triggered with a Bot on the newly added Transaction row.

I hope this helps!

Thank you very much. I think I will model my inventory app off of the financial standards. It will solve a couple of other issues I had.

Top Labels in this Space