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How to update records between two tables and two cross linked apps with no relationship

  • 1.  How to update records between two tables and two cross linked apps with no relationship

    Posted 05-27-2017 16:53
    I have created a parent app and a client app. The client app is open to the public

    The process is this....

    • Quote is created in the parent app and through Actions, I am creating a new quote approval request in the client app
    • The record id# of the quote in the parent app is being copied to the client record as the Quote ID# and this field has been made the key field
    • When the quote is created in the client app, an email is generated to the customer with a link to the quote, particulars about the quote and two fields which are Click to Approve and Click to Decline.
    • This is passing information back to the client record that the quote is approved or decline
    Now the trick.....

    • Since the tables are not linked through a relationship and only app cross linking, I need to pass the response back to the record in the parent app and change the Quote Status
    Two questions....

    • Is this a function that a webhook can accomplish or am I missing a step of creating a relationship between the tables and simply us an Action to accomplish this without a lot of coding (my weakness)
    My goal is to keep the two apps separated from each other as much as possible due to the use of a Public role and to limit the potential for access to our parent app and security issues


  • 2.  RE: How to update records between two tables and two cross linked apps with no relationship

    Posted 05-27-2017 17:00
    A Low Tech secure solution is a Sync Table.  Synch those Approval records into a new table in our Parent app.  Set it to update every hour.  I did the same thing for a client where they were hyper concerned about security.


  • 3.  RE: How to update records between two tables and two cross linked apps with no relationship

    Posted 05-27-2017 17:24
    So if I understand the client app will feed the records back to a connected CSV...then the parent app will look at this and pull those records back in to the parent and update the Quote Status


  • 4.  RE: How to update records between two tables and two cross linked apps with no relationship

    Posted 05-27-2017 17:26
    You got it! Exactly,