I am trying to figure out how I can have one workflow work across multiple data types that are linked together.
In my App, I have accounts and then I have items that can be associated with those accounts. I have my app set up so an account can be active or not active. I’m trying to figure out a way where if I change an account from active to inactive, all the items that are associated with that account will become inactive/hidden.
I have a repeating group set up and I put a condition on the items to only show if the item’s parent account is “active”, which sort of works and hides all the inactive account items, but instead of collapsing and hiding the space that was associated with those hidden items, it just shows blank space (i set the cell to collapse when hidden but that didn’t seem to work).
So I’m trying to figure out a way where if I set the Account data type to “inactive” i can then change the item data type to “inactive” as well so I can just filter the repeating group by that field.
I was looking at backend workflows to see if that would solve it but I’m not sure it will if I’m going across multiple data types.
Thank you!
for every ‘related’ data type to the account, put an active/inactive field (yes/no) and setup a database trigger change backend workflow so that when the account inactive/hidden field changes to yes the workflow will make changes to all related data types.
Thanks, that is what I was thinking, I just need to figure out how to set that up. The challenge I have now is I am using a checkbox to automatically change an account from active to inactive, so I think I need to rework it to make it a workflow through a button
Not if you are using the database trigger change
ahh this seems like this could solve it. I’m trying to figure out the workflow route but I’m getting stuck. I don’t have a 2 way data connection in the sense that each item created for the account is stored in that account’s data so I’m wondering if that is causing the issues
@boston85719 I’m still having some troubles and I can’t seem to figure it out. I tried to set the database trigger but it’s only letting me pick from the single data type that is changing, I can’t figure out how to then take that data type trigger and apply it to a different data type.
The data types are connected one way, where the Items have a merchant name as a data type, but I don’t have each Item listed under the Merchant data. Would I need to do that too? Seems like that is just adding more repeating data to the database.
I’ve watched a bunch of videos trying to see how the database triggers or other workflows can work across data types but I’m not seeing an example that matches what I’m trying to do.
I think I figured it out if anyone has the same issue. I didn’t end up using a backend workflow since I couldn’t figure it out, but what I did was connect the data types together in the database. So I have my main accounts and then list of items under each accounts as a data field, which connects back to a different data type.
I created a workflow button that makes changes to that the list of things and filtered for the current account’s list of items. Pretty basic and easy. I’m sure there was a way to do it on the backend but this seems to solve my issue
