Child Item to be edited by multiple users

[Rhage]

Hi everyone, just wondering if I could get help creating or finding a similar solution for my scenario:

To summarize, I am creating a "Trainings" tool where in employees encode their trainings into the app. By the end of the training employees need to evaluate themselves for their "Post training self assessment" this allows the team members to initiate the creation of the assessment data into the table, this also tags their immediate team leader as the evaluator. 

My problem is that after the employee saves their post training self assessment, that same row item holds the questionnaire for the team leader, the team leader does not have an option to edit the same row item that was created by the employee. LINKTOFORM() just creates a new row item for the TL on the same table but not edit the same data that the team member created originally.


They merged both self assessment and evaluator questions on the same row item for some reason for easier visibility for the team leader of the self assessment the employee did about their training. 

Is there a way for the TL to edit the same row item with some behaviours or set of actions without creating a new row item? This is the help I need some suggestions

Any suggestions is greatly helpful. Thanks in advance!

[Suvrutt_Gurjar]

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@Rhage wrote:

, the team leader does not have an option to edit the same row item that was created by the employee.

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It is not clear why the team leader cannot edit the same record after an employee submits it. Could you mention if are you hiding the edit action button with some expression once the employee submits the record?

[Rhage]

Hi @Suvrutt_Gurjar, I used a behaviour with a LINKTOFORM() that has auto fill details for the employee to submit the evaluation form relating to the training he/she finished. (this behaviour is a button on the training item of each employee)

using the same button for the TLs view, it opens the same form but it creates a new record though. intead of just being to edit the same record that the employee submitted.

There are also expressions that limits the button to show only a certain number of days after the training is met.

[JhunePol]

Hi @Rhage 

Correct me if i am wrong, you want to edit same row but another column?

[Rhage]

Hi @JhunePol, yes since its technically just one form shared to the leader to evaluate their team members for training effectivity after the team member completes their self assessment, but it just so happens that the team initiates the creation of the record during the self assessment phase. 

[JhunePol]

Okay, can you confirm if my app is similar to what you want to happen?

This is my form

That form require approval but approval only happens when the forms are saved.

Once the form save, it automatically notify the approver using the BOT. 

Then the ACTION (For Approval will Show) and this is the ACTION FORM

The Approver will approve the request. Approver cannot see other details on the form because it was already viewed on the table once the form is saved. That's why I hide it on the Approval Form.

That Approval Form is still on the same ROW.

[Rhage]

Hi @JhunePol, yes kinda similar to what I want, the only difference is that my button is showing on the view of the parent item, and that some information should still show (the assessment answer of the team member) on the form but not editable (already done) to the team leader view.

[JhunePol]

Meaning you have a parent and child table.

From the parent table, do you want an ACTION button that goes to the child form and that form you want to show the other column? but some column are not editable?

Am i correct?

[Rhage]

Yes, on the team members view, using an existing button (it creates the record for the child item - being the Self Assessment)

then a different button for team leaders view (which allows the edit of that child item - as the team leaders assessment - view only just for the questions that was answered by the team member being evaluated)

[JhunePol · Accepted solution]

Okay Thank you for the details! Try this.

Create an action on your Parent Table

 ✔️ App: go to another view within this app

LINKTOROW([_THISROW].[The name of the column which refer to the child table], "The form of the child")

Then you can set the other column to be not editable if column is ISNOTBLANK.

Or you can customize it using slice table.

[Rhage]

did you use a virtual column to get the id of the child and use it on the linktorow expression?

[JhunePol]

Yes, you need to create a virtual column that REF is the child table.

REF_ROWS("Request Details", "Item ID")

[Steve]

LINKTOROW([column], "form of the child") is sufficient; dereferencing [_THISROW] is unnecessary.

[JhunePol]

Thanks for the info @Steve.

[Rhage]

Hi @JhunePol , @Steve , @Suvrutt_Gurjar, this nailed the trick. It worked now as I have wanted it. I didn't know at first that linktorow can also be utilized in forms, usually I use it on detail views for the child. 

Adding the needed virtual column to the parent also makes it easier to control the behaviour as most of the pre-requisites are set on the parent not the child item. 

Thanks for the help guys! You the best!

[Suvrutt_Gurjar]

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@Rhage wrote:

using the same button for the TLs view, it opens the same form but it creates a new record though. intead of just being to edit the same record that the employee submitted.

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It is difficult to give exact solution based on information provided. However below are some suggestions that you could evaluate.

I think you will need different buttons for the TL and Employees and say slices for navigating to the different parts of the same record. You may also need a mix of LINKTOROW() and LINKTOFORM() deep links based on how exactly your app is configured. You may also need some editable_if expressions for those columns based on roles so that employee does not edit columns meant for the team lead and vice versa.

Please take a look at the LINKTOROW() deep link as well in the help article below.

App column type (deep link) - AppSheet Help

[Rhage]

Thats the goal to have different buttons for them just auto hides based on their mapping conditions. the editable_if settings are also set already. its just the navigation to it that makes it difficult for me since I think I am using the wrong set of behaviours for the team leader end