Hello and I would echo all the thanks for rolling out this feature. It looks like a valuable addition.
Iโm wondering if it can be used to pass information between tables. Iโve tried to setup some processes but they appear to be restricted to work with 1 table/sheet at a time. My scenario is this:
Order Details table with a qtyDelivered column - linked to a Products table via ProductID
Products table with an Inventory field - key field is ProductID
I want to take the value of qtyDelivered in the Order Details table and update the Inventory in the Products table whenever a new row is created.
Have struggled to get this done conventionally and before going too much further with this feature would like to make sure it can be done.
Any help would be appreciated.
Cheers
Ray
Hi Ray,
Yes it can be done with two processes.
So you can define your first process to be linked to the โOrder Detailsโ table, and create a bot to trigger this process when a โADDS_ONLYโ event happens in โOrder Detailsโ table.
Now you define the second process to be linked to the โProductsโ table with one step to update the โInventoryโ column. Also add a new โqtyToSubtractโ column to the โProductsโ table.
You will define the update โinventoryโ step (a โSet row valuesโ action step) using the following expression โ
Inventory = [Inventory] - [qtyToSubtract]
Now have your first process calls the second process through the โCall a processโ step and pass in the following fields (assuming the โProductsโ table has a โProductIDโ key column and you have added a โqtyToSubtractโ field to the โProductsโ table):
ProductID = [ProductID]
qtyToSubtract = [qtyDelivered]
Hope this helps.
Also check out this other post with a similar use case โ Call a process from other table - Process Inputs & Column values erased
Cheers!
@Ray posted a demo video of how to do this. Please let us know if there are any questions
Thank you Prithpal for posting this.
Could you give us clarify what the Process Input actually means.
When we call a process within a bot, we need to set them up. Still not perfectly sure why we need to do this, and what values we need to pass onto a process.
A process has an input entity - a table, eg: orders. You can create a process manually (from the process tab) or a process gets created (in the background) when you create a bot.
A process can be invoked by
In case of 1) the bot will automatically pass data (generated by the event) to the process
In case of 2) you can pass values to a child process from the โcall processโ step. (eg: in the video I shared).
In either case a row of data (eg: order) is passed to the process. That is the process input I am talking about. The steps in the process has access to that data and can use it. Hope this helps.
Thank you so much for working on this problem. I am just sitting down to set this up on our system. I appreciate the assistance from you all.
@Dan_Bahir - thank you as well for sending me your solution.
You guys are the best - be safe
Ray
Almost there - thank you.
In the last step on the video - about 1:46 in there are 2 items shown in the Step settings table on the right panel:
A task named - update product inventory and an Action named - Set โProduct Idโ
Could you give the details for each of them?
Thanks
Ray
prithpal - thank you
The routine is working.
I am trying to add a condition that only updates inventory items that I track. I have a column โTrackโ - a YES/NO column - in the Products sheet.
Iโm going to do some reading on the conditional branch option and add this little piece. But so far it is working as expected.
Be safe
Ray
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