Solved: Easily transfer child records to a new parent - Page 2

elan_Bailey · 01-07-2021 06:30 AM

Hi all,

I have the following hierarchy in my data tables: Commitment > Mission > Practice > Reflections.
I have a scenario where I want to change a mission from one commitment to a different commitment.
I then want to be able to run a workflow to gather all the grand-child and great-grand child records and automatically update them to the new commitment ID.

In order to do this in appsheet, I imagine I need to run a select list of all child records

practices with the commitment ID before value
reflections with the commitment ID before value

And then update them with the Commitment ID after value

Is this the most efficient way to make this change app side?
I could really use help coming up with the actions, workflow and expression to execute this.

Steve

UNTESTED!!!

(Action 1)

For a record of this table: Reflections
Do this: Data: set the values of some columns of this row
Set these columns:
- Commitment ID: [Practice ID].[Commitment ID]

Only if this condition is true:

OR(
  ISBLANK([Commitment ID]),
  NOT([Commitment ID] = [Practice ID].[Commitment ID])
)

(Action 2)

For a record of this table: Practice
Do this: Data: set the values of some columns of this row
Set these columns:
- Commitment ID: [Mission ID].[Commitment ID]

Only if this condition is true:

OR(
  ISBLANK([Commitment ID]),
  NOT([Commitment ID] = [Mission ID].[Commitment ID])
)

(Action 3)

For a record of this table: Practice
Do this: Data: execute an action on a set of rows
Referenced Table: Reflections

Referenced Rows:

FILTER(
  "Reflections",
  ([Practice ID] = [_THISROW])
)`

Referenced Action: (Action 1)

(Action 4)

For a record of this table: Practice
Do this: Grouped: execute a sequence of actions
Actions:
- (Action 2)
- (Action 3)

(Action 5)

For a record of this table: Mission
Do this: Data: execute an action on a set of rows
Referenced Table: Practice

Referenced Rows:

FILTER(
  "Practice",
  ([Mission ID] = [_THISROW])
)`

Referenced Action: (Action 4)

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