I really need help solving an issue. I am currently building a productivity/task management tool for our ordering process.
Basically I have two data sets - Orders and Tasks. Orders are the over arching bit of information with the task being the bits within those orders that need breaking up.
What I really need to do is display the name of the Order in the repeating group of the tasks (mainly for reporting - so that we can look at all urgent tasks and know what over arching order they belong to).
I realize that bubble cannot show conflicting types of information in repeating groups. What I need to figure out is how to get the data called Order - Order Name (Which is the customer name) to copy the same information to associated tasks under Task - Customer Name
Please help - I’ve tried creating states but not to much value at this point and I’m kinda tearing my hair out at what I am assuming is going to be an easy/possible fix
In your datatab underneath Tasks, Create a field type Order.
Whenever you create a Task, make sure to also save the overarching order of this task. (So create it in a group that is type order)
now in a repeating group of tasks you can not only display task name but also tasks orders name.
hope I understood you clearly.
Thanks for coming back to me and trying to help! It seems I can’t still get it to work although I understand the logic. When trying to add the “Order Name” (Which is now the tasks data for Orders as in the picture below) it only allows me to assign the parent group’s task instead of parent groups order. I assume this is because the group the button is in is assigned as data type task?
yes you need to create the task within a group or cell type " order"
eg inside a repeating group of orders you can have an input and a create task button and then create a task with current cells order as the order.
or inside a repeating group of orders you can have a select button
that selects the order eg to current users selected order (field type order underneath user)
then when a task is created order is current users selected order.
hope that helps.
I hear what you’re saying.
What I’m trying to achieve is this:
I have a list of orders which are basically the top tier. Underneath are all tasks assigned to that order.
This is what the tasks for the first order look like:
Now for reporting purposes and for ease of viewing all tasks - I need the order name Aka “Sarah Mitchells” - which is data type ‘order’ to automatically assign or display on each task associated with that order.
This means I can set up dashboards for all ‘priority tasks’ and we can see which order those tasks belong too. All of the dashboards are about 80% complete but unfrotunately at this time I am just getting lists of tasks without any order name/information on them. I’m not sure how to solve this.
It would seem that I need to pull this information when a task is created - that is pulling the order name and storing it under task some how. However I can’t seem to get the workflow right – > I tried working with states but it won’t quite work. I even tried doing a 'search for Order --> Order name but it is not pulling the correct name, its pulling ALL names (How do I solve that? It could be the solution).
EDIT: Also please ignore the UX and UI - it’ll be the last thing I fix
So have you joined task and order in the database and upon creation?
Then in a repeating group of tasks you can just have a text field with dynamic data: current cells
If you have not joined them it would be Do a search for orders: filtered: advanced filter: this orders list of task contains current cells task.
Hi @TipLister thanks for coming back to me again.
How do I join the task and order in the database? I’ve assigned a field of data under task that is designated as an ‘order type’ with the same field as ‘name’ - would that pull the data or is there another step I need to take?
However the advanced filter worked a treat! I would be nice to know how to get the database to carry over data between ‘data types’ though.