Using Automation to (Mass Update Values) from One Table to Another - WITH THE PUSH OF A BUTTON

Use this "hack" to run an update action on a set of rows using Automation with the push of a button

TLDR

  • The main benefit is that the updates are made on the server
       - So you don't have to wait for all the updates to sync
  • Also, the updates will run in parallel - so things process faster

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If you've implemented a blueprint table (where you use one table as a "template" and another as the place where you're copying data to), AND you've been using that system for awhile...

  • What happens when you make a major change to the blueprint table?
  • How can I get all the derivative records (the copies) to update with the newest values?

No matter the scenario: if you've got data in one table that needs to be populated into another, and you need to do that on a TON of rows, the following solution will massively help decrease the time needed for that update to propagate throughout your data-system.

The following solution will allow you to create a "push button" system to make all the updates you need - but in an efficient way, so you don't have to sit and wait all day for the updates to push to the cloud

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The solution takes four parts:

Part 1) Create a [Data Set] action

  • Create the action, on the table that needs updating, to actually make the update you need to make

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  • The example above is copying values from the blueprint record (where the original values are stored) into the target table records
  • Your data set action will be largely different, because you've got different column with a different hierarchy structure, but the "type" of action needs to be the same

Part 2) Create a [Ref Update] action

  • Create a mass update action, that runs the above action on all the records that need updating

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  • The example above is running the first action shown (as the example for part 1) on EVERY record in the "Target" table
  • Your "Referenced Rows" will be different;
    • Perhaps you have a slice holding the records you wish to update
    • Or maybe you only want to run on a [Related Whatever]
        - Or some other [Column] in your table

Part 3) Create a Scheduled Bot

  • Event Details
    • Create a scheduled bot to run the mass update action
    • None of the actual scheduling details, nor the actual names, matter much - you can largely skip these
    • The only part to make sure is correct is
      • "ForEachRowInTable"  = true
      • Select the table you wish to update (same one as your "Ref Update" action)

 

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  • Task Details
    • Name: Update All (Whatever)
    • Type: Run a data action
    • Action: your mass update action

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(((Save)))

  • At this point, you need to save the editor so things propagate

Part 4) Run the bot

  • Run your scheduled bot

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  •  In the background, on the server, all of the records you indicated are now having that action you made run on them
  • If you go to your data source, you'll see the mass update suddenly "appear" once all the updates are finished and AppSheet makes the update to your data source

CLEAN-UP

  • Keep the bot you made, you might need to use it again
         - Just disable it, so it doesn't run on the schedule.... which you didn't set! (^_^)

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Useing Automation to back-fill data (1).pngIf you would like to see how to set this up
  - here's a video

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