Trouble with App Data and Displaying it correctly

[beaurobinsykes]

What I’m trying to do:

User clicks ‘Add New Stakeholder’ Button (Stakeholder = contact in the CRM). This then creates a new entry under that user’s instance.

Data Types:
User
Prospect (Users account they’re working in the CRM)
New Stakeholder:

• Name
• Email
• Phone
• Title
• Role (currently an option set i.e., Champion, Decision Maker, Evaluator)
• Profile Picture

The current workflow is as follows:

And here are the data sets under ‘Prospect’

My issue is that each data input under the overarching ‘Prospect’ section is an individual input. For example, ‘New Stakeholder Name’ is a different input to ‘New Stakeholder Title’. I want to group these so the system can identify when a new stakeholder is created; all of that info is attached to that specific stakeholder.

Do I need to create a new Data Input under ‘Prospect’ which links to an Option Set containing: Stakeholder Name, Email, Title etc., and make these lists as multiple entries (there will be more than 1 new stakeholder per user).

Thanks in advance and I hope that nonsense made sense!
Beau

[ademiguel]

What prevents you from creating a new datatype Stakeholder? This database schema seems a bit convoluted to me.

[beaurobinsykes]

Hi @ademiguel , thanks for the response. My issue is that when I add it as a new Data Type, it doesn’t correspond with the specific user. Example:

When adding the new entry, it’s not showing under the Account ‘Gro Data’

[ademiguel]

@beaurobinsykes

My issue is that when I add it as a new Data Type, it doesn’t correspond with the specific user.

Well, if you want to link it to a User… just link it. You have several options for doing so

1. A User’s field stakeholders (List of Stakeholders) where you can add up to as many Stakeholderrecords as you need (ish)
2. A Stakeholder’s field user (User)

When creating the new Stakeholder record, just populate the fields to link them together.

[beaurobinsykes]

I have that all set up and under the ‘New Stakeholder’ record, I can see it’s attached to the relevant Users Account (Gro Data). When I check the input data in the account ‘Gro Data’ I can’t see the New Stakeholder. Should it appear under this account?

[ademiguel]

@beaurobinsykes

I can see it’s attached to the relevant Users Account (Gro Data).

You have a New Stakeholder to Prospect dependency, populated, yes…

@beaurobinsykes

Should it appear under this account?

…but it does not imply that Bubble internally and automatically populates the opposite dependency (Prospect to New Stakeholder).

I guess the second screenshot belongs to a Prospect record. You’ll have to manually populate that field.

[beaurobinsykes]

It’s frustrating as when I want to display that ‘New Stakeholder’, it isn’t picking it up. When you mention manually populating that field, what do you mean? Thanks

[ademiguel]

I mean that you have to set a value for the Prospect's New Stakeholder field yourself, e.g. with a workflow