I’m trying to wrap my head around the API Workflows and Endpoints to copy a set of records from one data type to another.
The “source” datatype has the following fields that I need to copy:
Section Text
Order Number
There is an additional field in the “source” called “Template Name” that contains the same name for all 15 records. The “Order Number” field is just a count from 1 to 15 and is used to keep the individual sections of text in the proper order. The “Template Name” field is the field I’d want to filter on.
The “destination” data type also has Section Text, Order Number and Template Name fields. Each of these records will also need some additional data. The data for these additional fields will come from the page itself that will have an element with a “value has changed” event to kick off the workflow. So, in this case the additional fields are:
Property ID
User
The combination of Property ID, User and Template Name will make these 15 records unique and are later pulled into a repeating group element along with Section Text and Order Number.
My struggle is understanding the combination of the Endpoint, the data action (Create a new thing, Make changes to a thing, Make changes to a list, etc.) and the Schedule API Workflow bits. …and does “Make changes to a list” or “Copy a list of things…” refer to a field that is a list, or is the list a set of records?
I also want to take care not to duplicate records that already exist in the “destination” data type.