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Hello AppSheet Community,
As a newcomer to AppSheet, I have encountered two issues and would appreciate some guidance.
Issue 1: Integrating Export and Delete Functionality in a View
I have created a filtered slice called "received_and_checked". Additionally, I've established a view named "export update" linked to the "received_and_checked" slice.
Now, I want to add a feature combining export and delete actions. Specifically, I want to be able to export data and then promptly delete the exported records. Could you please provide detailed steps on how to achieve this?
(Deletion Note: Delete the data that was just exported)
slice table
export update view
Issue 2: Understanding Rules for Displaying Actions in Views
I've been attempting to create various actions, but I'm unclear about the rules governing which actions appear on a view. Some actions are visible on the main page, while others only appear in the detail view, making it challenging to perform uniform actions across the entire page.
Here are two examples:
I want the ability to delete all data in a view.
I aim to integrate the export functionality, but these actions do not appear on the view.
Please provide recommendations or insights into how actions are displayed in views. I appreciate any advice or suggestions you can offer.
Thank you,
Enqvist
Solved
1 ACCEPTED SOLUTION
@enq wrote:
In the (slice)received_and_checked - (view)export update, I've filtered out data without issues (using the property field).
The goal is to export this data to update the source system, modify the status of those items, and then delete the exported data since it is no longer needed in the All
Thank you for the fresh details. I appreciate. I already seem to have shared the approach to achieve the above.
Since you already have the filtered data in the slice "received_and_checked", you could use the CSV export through the bot automation approach I have already mentioned in detail before. Please refer that post. It has clearly described all the steps.
For deleting the records also , I have clearly described the steps in the post earlier.
Any specific reason you are not able to use that approach?
