How to copy a repeated group to another data type

mgosur · 2025-02-02T22:53:33.718Z

I have these data types, of which are all connected to each other in fields:

Data Type 1: Projects

Text Field: Name
Text Field: Phases
Text Field: Artifacts

Data Type 2: Templates

Text Field: Name
Text Field: Phases
Text Field: Artifacts

I have a few pages:

projects
This lists the project names by Name.
When a user clicks the Name it opens a project_details page.

project_details
This contains repeating groups that list the project’s phases and artifacts.

templates
This lists the template names by Name.
When a user clicks the name it opens a template_details page.

template_details
This contains repeating groups that list the template’s phases and artifacts.

Here’s the logic I’m trying to make happen:

The user visits the template_details page of a specific template.
The user clicks a button called “Use this Template”
The name, phases and artifacts of this specific template is copied and moved to the list of projects.
When a user clicks on the new project, it shows the copied phases and artifacts.

I’ve been able to create a project, and the Name carries over. But I’m not successful in carrying over the phases and artifacts with it.

I’ve been struggling for weeks on this. I’d value any advice, thanks!

Screenshot 2025-02-02 at 5.52.03 PM1500×990 74.1 KB

Screenshot 2025-02-02 at 5.52.13 PM1528×1010 79 KB

jonathan.baxter1991 · 2025-02-03T01:46:35.626Z

Hey Mgosur,

Does the create a new project step not work? Two things you could check:

Does the Templates or Project data type have privacy rules set up that are preventing it?
Doubt this is the problem but I prefer to use “set list” instead of “add list” in these situations.

If your looking to change multiple projects to match a template in one go you can use the “Make changes to list of things” action.

Why does the projects page have the data to send as the Current cell’s Templates?

yannandco · 2025-02-03T01:47:36.757Z

personaly i do that using api workflow on a list.
meaning you have a simple api workflow creating the single record you want and from the front end you just decide on which list to use it

geesonofgee · 2025-02-03T02:11:16.065Z

A very simple solution to this is instead of "add list" use "set list".

For the sake of clarity, you’re creating a new thing u’re suppose to set and not add, u should be using add when u’re making changes to a thing, then something is already existing in the DB and you wanted to add.
Hope this helps.