I am creating a basic CRM for internal use.
I have a table โorganizationsโ, containing the columns [organization name], [stage], plus others which are not important
Than I have a table โprojectsโ, containing the columns [organization name], plus others plus others which are not important
The column [stage] in table โorganizationsโ is displayed as dropdown with fixed predefined values:
Cold Lead
Contacted
Interested
Call Scheduled
Pilot Project
Project
What I would like is that whenever I submit (the form view) of the table โprojectsโ, it should, of course, first of all add the new row in the table, as usual, but also change the value of the column [stage] in the โorganizationsโ table to โProjectโ, from whatever it was before.
The form view of table โprojectsโ will have the [organization name] displayed as dropdown, and the choices will be the values of the column [organization name] from the table โorganizationsโ.
NOTES:
Looking forward to your answers, and please let me know if you need additional details.
Solved! Go to Solution.
Sure you can. You can create a workflow that runs only upon Deletes, which triggers the actions to run. Or you can replace the system-generated Delete action with one that is a grouped action (although keep in mind there may be other ways that a record could get deleted, and thus wouldnโt trigger everything you want).
From what I know, a list type is only good for virtual columns, so of course my [organization name] column in โorganizationsโ table is a name type
If thereโs something fundamentally wrong with my logic, I apologize, Iโm quite new to appsheet.
Oh right. Weโll just convert organization name to a single item list. Use LIST([organization name]) as the Referenced Rows. As far as the trigger for #1, youโll select the action in the specification of action #2.
Hereโs a sample
https://www.appsheet.com/samples/This-app-shows-how-to-use-reference-actions?appGuidString=e76d2e73-...
It works (with a slight adjustment), thank you so much!
For other users who might be interested in this:
Use LIST([organization name]) as the Referenced Rows.
I DIDN"T have to, because I was actually making a mistake and writing just โ[organization name] in the expression field, instead of organizations[organization name]โ
organizations[organization name] is going to give a list of ALL records in the organization table, and thus the action will run on ALL of them. I donโt think this is what you want, I think you want LIST([organization name]). That will return the single organization record referenced by the project record that you are modifying.
you are absolutely right! Iโve changed accordingly, ( after having to edit my entire sample data :)) ), now all looks good!
To make this even more useful, could I also change the value of [stage] to something else if the project created earlier is deleted?
Sure you can. You can create a workflow that runs only upon Deletes, which triggers the actions to run. Or you can replace the system-generated Delete action with one that is a grouped action (although keep in mind there may be other ways that a record could get deleted, and thus wouldnโt trigger everything you want).
Well, Iโve tried it, but I need an action to have effects on table โorganizationsโ, but be โtriggeredโ when a row is deleted in table โprojectsโ.
When I try creating the workflow, I can only add actions created under the target data table, which, in my case, is โprojectsโ. However, the action I need is created under table โorganizationsโ, so I canโt find it & add it to the workflowโฆ
Solved, I was able to find the actions after saving the changes to the app. Thanks again for your help !
Dear all;
Iโm having the same difficulty Cristian had.
One table is called Expediรงรฃo and the other is Pedido. Both of them have a common named column, ( Expedido).
The table [Expediรงรฃo] pulls the ref of the orders (Nรบmero do Pedido) from the table [Pedidos], and creates a dispatch form, with the amount of each item dispatched, the time it was dispatched, amongst other informations.
What Iโm trying to do is to reference the (Expedido) column of the [Expediรงรฃo] table to the (Expedido) column of the [Pedido] table.
What Iโve got so far:
I have created an action, in which it changes the value of the column (Expedido) in the [Pedido] table, but Iโm not sure how to create the reference between the sales order ( Nรบmero do Pedido), which is the reference number for the sales order.
Thank you all for the support.
Regards,
Fรกbio Nabuco Correia
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