Using Popup Data as Repeating Group's Data Source

[johnny]

@Lotusbuddafly

User selects “Add New Member” a popup then comes on the screen → User types in Member’s details → User hits “Save” button on popup → Data collected in popup generates in repeating group (essentially a centralized list of people on the project)

You would need to create a new type called, “Member” or whatever you want to name it, then add fields with the fields you want, eg. Full Name, Email, Phone Number, Title, then when the workflow for the “Save” button should be, Create a New thing, the thing would be “Member,” then fields would reference each of your inputs.

@Lotusbuddafly

The issue I’m having is that the data in the popup isn’t being saved in the repeating group and I am trying to figure out how to make the popup disappear after hitting “save.”

Does your repeating group reference your “Member” thing?

@Lotusbuddafly

Another issue is that what I type in the one popup is generating through all repeating cells, instead of one specific cell.

You are referencing the input data in your repeating group, not your dynamic data saved to your database.

@Lotusbuddafly

I also want an email that prompts the member to sign-up for an account.

You can create a new popup, then the workflow for that would be for signing a user up. You can learn more about this via the documentation below.

Introduction