I have two tables in my app, toolboxes and trainees. Toolboxes are assigned to trainees via a ref (in the toolbox record, you choose which trainee is associated with that box). I need a way so that when a trainee leaves the company (their โstatusโ field changes) it automatically causes the status field of their associated toolbox to change as well (to โneeds pickupโโฆ we pick up and re-assign the boxes). Right now, users have to remember to edit the toolbox record if a trainee leaves, but everybody forgets to do it. Until I get โbetterโ co-workers (ha ha!), does Appsheet have a way to automate this? Thanks!
Solved! Go to Solution.
Check out Automation and/or the Action type โexecute an action on a set of rowsโ (also called โreference actionโ).
Thanks for the suggestions, howeverโฆ Creating an action button that they would have to click still leaves room for them to forget to do it. Also, itโs a bit counterintuitive to the process, as there are many possible statuses, and this would only apply to one of them. I had already looked at Automation, but at this time it seems the tasks are limited to sending messages and emails, reports and creating filesโฆ I donโt see a task that can modify a record available yet?
There certainly is.
VERY spiffyโฆ itโs not in any of the documentation (yet). Iโll go check that out.
I see another fly in the ointment. For an event based on โdata changeโ, it seems that my condition (in this case, trainee status is โterminatedโ) is checked every time thereโs an update, and will fire the task. This is undesirable. I only want to fire when the status first changes to โterminatedโ, and any subsequent edits would not fire the task, even if the status were to remain โterminatedโ.
To be clear to anyone else who may look at this, the dereferencing โhow toโ for updates to a status found way down the above document contains the solution. Itโs not super obvious.
Argh. Iโm just now getting time to circle back to this and try to work it out. I still donโt seem to be able to create an action that will act on a related row in another table. When I choose โrun a data actionโ and then โset row valuesโ it only allows me to choose fields within the current table, or run actions from the current tableโฆ
To use reference Actions, you set up the actual Action on the actual Table you want it to run, then you set up a 2nd Action (โexecute on a set of rowsโ) that sits on the Table that the Bot is triggering from, and points to the 1st Action.
If you need values from the originating record, check out the new INPUT() expression, particularly this post:
Would there be a way to prevent the action you create on the actual table from being available any other way? I donโt want a clickable icon to appear for it or anything in the detail view. It needs to only happen during automationโฆ The second method you list is more than my puny brain can wrap itself around. Which is why I never did any Object Oriented Programming.
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