Solved: Require Confirmation Signature/Edit Contact Detail... - Page 2

Daryl_Zernick · 03-25-2019 11:11 AM

I have an AppSheet that allows our field personnel to record data from live individuals. The underlying Google Sheet workbook has a sheet for the data recorded in the field and an ID Key sheet that contains all of the participants contact info. The sheets are linked by an ID# in each sheet.

At the beginning of the AppSheet process, our personnel select the participant from a drop down. The participants data is then concatenated into a Page_Header. Our personnel then turn their iPads around and ask the participant to confirm the data by signing into a signature block. The step I am trying eliminate is this… if the data is incorrect, we have to discard the record that was started and go into another view to edit the participant data. Is there a way to have an icon that would automate that edit process, perhaps even drop you back into the dataentry view where we left off?

Anyone’s help is very graciously appreciated!

LeventK

Hello @Daryl_Zernick
I have edited your app and created the functionality that you have requested. If you open the app in your editor, you will notice that I have created 3 (three) actions:

Master Table

Update Client Now: This is a simple `LINKTOROW([ID],"IDKey_Form")` deep link
Reset IDKeyEdit: This will work in conjunction with the action set under IDKey Table, to reset the IDKeyEdit column

IDKey Table

Update Master Records: This is an action executed on a set of rows, where any user/client have a Master record where [IDKeyEdit] is set to TRUE, you can reset them whilst saving the user/client record after you have edited their record.

I have tested it and it works as expected. Please check the app and inform me if it’s OK and the solution suits your needs.

How It Works

Just create a Master record, mark [IDKeyEdit] as Y and save the record. It will pop-up a confirmation message and take you to the IDKey record for editing the information. When you edit and save the IDKey record, it will pop-up another confirmation message to reset the IDKeyEdit column to N in the all the related Master records.

Regards,

View solution in original post

LeventK

@Daryl_Zernick
I have initialized AppSheet API in your TestDummy3 app, disabled your AddCDates workflow and added a new webhook workflow and named it AddCDates_API. It’s in action now and you are free to test.

Basically, when you add or update a Master table record where [NextAppDate is not blank, it will trigger this workflow and record a “Used” value where key column value in AvailCDates table is equal to the value of [NextAppDate] column in Master table.

Daryl_Zernick

@LeventK It does not appear to be working, but if it requires something to be read on the internet versus locally on the user’s iPad, then it would not be a solution we could consider. Again, thank you for your help as ALWAYS!

LeventK

@Daryl_Zernick
What’s your account type? Is it PRO?

Daryl_Zernick

It is Premium

Require Confirmation Signature/Edit Contact Details

Master Table

IDKey Table

How It Works