Hey bubblers,
I’m struggling to get my linked tables to work correctly and show data.
I’ve tested the workflows and data is added correctly (which is awesome), however, the linked fields in both tables are blank with no data showing.
Data Structure:
Data Type: Institution
Field: List of Accounts (linked to Accounts Data Type)
Data Type: Accounts
Field: Institution.
The idea being that 1 Institution may have multiple accounts, but 1 account will only ever belong to 1 Institution.
For some reason both of these fields are blank. I did some searching on the forum and found there used to be a bug, so I’ve tried to display the data in a RG thinking maybe it just wasn’t showing in the app data view - but no luck.
What am I doing wrong?
I must be doing something wrong as I’ve tried this before with a different test-project and ran into the same issue. Any help would be much appreciated.
Thanks
Could you screenshot the workflow where you’re adding the other data points?
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What does your workflow look like? Maybe post some screenshots so we can see if you’re missing anything.
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Thanks for the quick reply guys. Below are some screenshots from the two workflows I’m using to fill the DB.
It’s currently a two step process using two buttons:
Link Bank Account button starts the first workflow and creates the institution and account.
Account Details button runs the second workflow to make changes to the Account and add additional details to the record.
Eventually the plan is to run this as a scheduled api workflow in one action (if I can get the database working).
Thanks
From what you’ve posted there’s nowhere that the account is being added to the Institution’s list of Accounts (unless there’s another action you haven’t shown).
There’s also nowhere that the Institution is being set on the Account datatype (again unless you haven’t shown it in the pics).
You need to create actions that connect them together.
i.e.
- Create a new institution
- Create a new account and set the ‘Institution’ field to be the Institution created in step 1.
- Make changes to the Institution created in step 1, and ADD the Account created in step 2 to the Institution’s list of accounts.
Yes, you do not appear to have set the values anywhere.
Relatedly… if you have each account linked to exactly one institution, why would you even need a list of accounts on the institution?
You can still query your data for the accounts of this institution, and now you do not need to maintain this linkage in two places. At the first sign of an error, you’ll desynchronise them and break something.
Only my opinion of course!
duh! I’m such a noob! Thanks Adam.
How exactly do I manage that?
I’ve tried this and it presents an error as it’s red
Take the ‘s institution off
You need the reference to the thing itself
Not the name field on the thing
Thats a great point.
I was under the impression that it’s best practice to link up and down so that you can search in either direction. Although for this case what you say does make sense.
I need to be able to search for accounts assigned to a given institution, and have access to the other fields within the Institution data type.
Am I right in thinking this could be achieved by having one link from the Accounts data type to the Institutions (and do away with the Institutions to Accounts second link)?
Still trying to wrap my head around database structure
Remove the 's Institution
from the end . It should just be Result of step3 (create a new plai...)
Ah! That worked.
To ensure I’m understanding. By doing this you are linking to the Object, not the specific field?
Right?
Try it, make a text on your accounts page…
This account’s institution’s something ( pick a field on the institution)
Or on the institutions page, a repeating group made of “do a search for accounts where account’s institution is current page institution”
That works perfectly!!! I’ll opt for a single link as you suggested as it achieves the desired result.
Thanks @richard10 @adamhholmes for your help!! Legends!
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