Hello,
I have created a list of investments with a list name. I then created a repeating group and table to display those investments. In the repeating group, I used a container and text box to display an investment category (example: Large Growth, Large Value, etc.) and a table below to display all investments in that category. The first problem I am having is the category in the repeating group will display the category as many times as there are investments in the category. Second, in the table, i want to have a check box where i can go through and select investments to create a new investment list name and investments. How do i do these two things?
I think I understand what you want to do, but it’s a bit difficult to understand
Please organize the text better, in topics and include images so I can help you
H Gustavo,
these are the two data types and fields for the data types
I used these data types to create lists of investments and when i hit view investments in a list, the investments will show up below organized by investment category, the option set for category is a drop down with the options large cap value, large cap growth, etc. etc.,
First in regards to the category, how i have it organized, it shows the category as many times as there are investments in it per the screen shot below
I want the category (in this case large cap growth) to only show once and to list the two funds in that category below.
For the second question. I have added an icon in the taple where i want to be able to select certain funds in that list and have it create a new list of funds with a list name. I created two data types called select investments and select list to hold the information. I watched some videos on how to do this but it is not working for me.
Hi Jordan,
I’m afraid you’ve emplored some bad fundementals which is why you are dealin with some issues.
What you are trying to achive only requires 1 Data type of “Investments” along with the use of custom states, and Backend api workflows on a list. Maybe there is a better reason why you’d want a data type called “investment list” but good fundementals dictate that you derive a list from the database and display that list using “do a search for”. To filter and show/ hide which list shows what is important you utilize the Do a search for and set the constraints. Also you can utilize conditionals on the repeating group itself to make sure that “When parents groups category is in the pages investment list” then this element isn’t visible. Or to even set a different data source with different constaints.
Those 2 things: Custom stats, and backend api worlfows on a list are the answer to your problem.
Step 1. Create a custom state on the page “List of Selected” and set the data type to “Investement” and check “is a list”.
Step 2. When Selection Icon is clicked Set State of “Page element”. State = “List of Selected” add “Current cells or Parent groups investement”. Set a condition to the set state workflow that is "only when pages state "list of selected’s DOESN’T CONTAIN current cells investment.
Step 3. When Selection Icon is clicked Set State of “Page element”. State = “List of Selected” remove “Current cells or Parent groups investement”. Set a condition to the set state workflow that is "only when pages state "list of selected’s CONTAINS current cells investment.
Step 4. Create a backend API workflow called “create_investment_list” NO CAPS OR SPACES. Add a parameter called “FROM INVESTMENT” and set the data type to “Investement”
Step 5. Add a “Create a thing” workflow inside the api. Create a New investment and add all the fields. In each field add "FROM INVESTMENT’s 1 Year, FROM INVESTMENT’s 10 Year, etc… This is the action that actually copy’s the list uniquely and dynamically.
Step 6. Have a button to activate the copy action. When button is pressed use the “Schedule and api workflow on a list” action. Set the list to the pages custom state “List of Selected” - CRUCIAL make sure the FROM INVESTMENT is set to “This Investment”. Set Date and time to “Current date and time” THen Set state of pages custom state to blank to reset the list so all the selecteds go back to unselected.
You are going to have to get good at utilizing the client side (Custom states) and Server side (backend workflows) together if you plan on manipulating lists. It’s possible and bubble has everything you need to do it but its very app specific and requires a deeper understanding of programming to complete.
If your serious about your app and idea you will get there.
Best of luck.
hi Jordan
I’m sorry for delaying a reply
I understand what you need, and it doesn’t seem difficult, it just
will take a little work to organize everything
the @braydonfurneaux is a good solution but for me looks overengineering
if you want we can talk by google metting or shomething like that and i talk whit you what do you need to finish this part of your app
Thanks Gustavao, that would be great. What times would work best for you?
sorry for yesterday
i’m finishing a project and i was very busy
today i will be avaliable in 6 hours from now
17:00 in NY (5pm in NY)
Hi Gustavo, 5 will be cutting it close but i can easily do 530.
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