Hi there,
I am trying to figure out how to create a process where multiple family members can be selected to be enrolled into a program. When those family members are selected, I would like x number of rows to be created in the 'Programs' table. Below is the structure of my tables:
contact table:
contact_id (unique)
group_id
first_name
last_name
DOB
Gender
group table:
group_id
contact_id
Programs Table:
program_id
program_name
contact_id
group_id
start_date
end_date
Thanks to @dbaum , I was able to create a list to show the family members in the contact_detail view by using this expression:
SELECT(Contacts[contact_id], [group_id] = [_THISROW].[group_id])
Contact_id is referenced back to the Contact Table from the Programs Table
To provide context to the workflow here are the steps I want the end-user to follow:
1. Search for the contact
2. After finding the contact, click on the contact name to see details. (The details include the list of family members related to the contact and a list of programs the contact has been enrolled in.)
3. Click on "add" program to invoke the Programs form
4. Select program name, start date, AND select family members to enroll into the program
When the "add button is clicked on the programs in-line view" the programs form comes up and shows:
A drop-down list to choose a specific program
the related data about the contact (greyed out) - i.e. first name, last name, DOB, gender
Enrollment Date (set to Now())
Enrollment Exit Date (set to blank)
List of family members
Ideally, this is the screen where the end-user should be able to select the family members to enroll into the program. when the end-user clicks the "Save button", x number of records should be created in the programs table with the same information.
Below are 2 screen shots. The first one is the contact detailed view. The second one is the program form.
Thanks for any suggestions you may be able to provide!
Solved! Go to Solution.
If you have a Core subscription, probably easiest and quicker way to create those records, you could use Bot/Webhook for this purpose.
You need to create a loop action. Please read the below article about how to do so:
If you have a Core subscription, probably easiest and quicker way to create those records, you could use Bot/Webhook for this purpose.
Thanks for the reply @AleksiAlkio. I've never worked with a webhook - do you have recommendations on where to begin?
I have one sample app doing probably the same what you are looking for.. kind of. Please send your email privately so I can share it.
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