Hi, I am trying to setup my first workflow ...

(Paul Pillay) #1

Hi,

I am trying to setup my first workflow and having a bit of trouble.

I would like to update a value in a column from Table A when a new row is added to Table B.

For example,

I have an action set up which sets a column called “IsComments” to ‘true’ in Table A.

Next, I setup a workflow to monitor the update event (ADDS_ONLY) in Table B.

However, in the Data Change dropdown, I cannot select my action.

I presume the actions must be part of the same table?

How would I go about this?

Is there a sample app I should be looking at?

Thanks

(Philip Garrett) #2

@Paul_Pillay

Create a Grouped Action on table B. That Grouped Action can then invoke your Data Change action that updates table A.

If you want to make two or more changes to table A, create a Grouped Action on table A that invokes those individual actions on table A.

(Paul Pillay) #3

Thanks Philip, but Im still struggling to select the correct action.

When I create a grouped action in Table B, when I choose from the list of available actions I can only see actions belonging to Table B.

I cannot select the action relating in Table A

(Philip Garrett) #4

@Paul_Pillay

Sorry I did not respond sooner. I am trying to get the new Rest API and Zapier integration out to beta this week and that is taking all of my time.

(Paul Pillay) #5

No problem I appreciate your help.

Hope all goes well.

(Philip Garrett) #6

@Paul_Pillay

Sorry Paul, I misspoke.

Do this:

Create a Data Change action that updates table A.

Create a “Data: execute an action on a set of rows” action on table B. In this action specify the “Referenced Table” as table A and have it invoke the action you defined on table A above. The cross table magic is occurring here because this action is defined on one table but it is having an effect on a second table.

In your workflow rule for table B, invoke the Data action on table B.

If you want to make two or more changes to table A, create a Grouped Action on table A that invokes those individual actions on table A.

(Paul Pillay) #7

Great Philip, I followed your instructions and all looks good.

On the referenced rows on the data action, would you know what expression to use?

I want to only update rows which have the same AssetID.

Both tables have a column called AssetID. Neither are references for that table.

The key for Table A and B is [Id]

When the user adds a row in Table B.

I would like it to only update the rows in Table A with the same AssetID.

I tried

ANY(SELECT(TableA[AssetID], [AssetID] = [_ThisRow].[AssetID]))

But got a message about cannot compare list with number

(Philip Garrett) #8

@Paul_Pillay

Sorry, I was busy working on the new REST feature.

Do you still need help?

If so can you provide: 1. Account Id 2. App name 3. The name of the action having the problem

(Paul Pillay) #9

No problem.

Yeah please, do not seem to get the Referenced Rows correct.

Account ID =

623555 App Name = Asset Controller Demo Issue with “Update IsComments” Action

(Paul Pillay) #10

Hi Philip did you manage to log on my account?

(Paul Pillay) #11

Solved it!

The issue was due to the column of Table A was with “ShowThousandsSeparator” and the same column in Table B was without

(Philip Garrett) #12

@Paul_Pillay

Great work Paul!

I had just opened your app to investigate when I got your message.

Really glad you figured it out.

(Paul Pillay) #13

Thanks for your help with actions and workflow