Can't seem to Figure a DataBase Issue!

jackedwards664 · 2025-01-01T15:33:14.225Z

Thanks in advance. Humm, How to do this?

I can’t seem to figure out how to forward a “client” info parent group.

Example on how it is supposed to work: I have a “Rep” and a “Client.”

The Rep, “current User” Picks from a pull down menu of their “Clients” (not a User)

It populates a form with their info for possible update.

They press Update Button (updates the info and it opens a second element.)

For the life of me I cannot figure out how to get the Chosen “clients” info to go to the 2nd element and so on.

Bb1363×238 7.18 KB

Something Simple I am Guessing but I think I have tried.

Thanks for any thoughts!

intrepidtech678 · 2025-01-01T16:50:35.078Z

Hi,

If i understand you property. I think you’ll need the main groups of the current element and the next element to have same data types (client), and leave data source empty.

All children elements inside those groups will reference the parent group’s data type.

So, when user click UPDATE, in the workflow, you’ll display data in the “Next” elements.

And since the current group has value anyways, it should display the changes to the next group.

Hope that helps