4 Connected Tables Merged into 1 Table
Here is a fun one... I have 4 simple document tables coming in form 4 different apps. All have the same fields. I need to make one table from all of these tables. (not talking about files for any of ...
Forum Discussion
Meredith,
You can have a formula URL button to push which would wipe the central table and then run sequentially 4 saved table to table imports with API_RunImport. The target table would have a clickable link to display the attachment, and perhaps a link back to the source record, but the file attachments would continue to live on the individual 4 tables.
But them someone needs ot push that button each day.
You could probably maintain the table automatically once loaded using an ACTION on each table. Where that can get messy is to deal with edits to other fields in the record. But I suppose that those can all be lookup fields, so that would take care of that.
You would need to deal with what if a user deleted a record, then an Action would need ot delete the corresponding record. Ahh, but ACTIONS cannot delete.
So either they edit the record to flag it for deletion (and hide from users via permissions) or sign up for early access to Automations due to be in GA release on the May release. Automations can delete.
You can have a formula URL button to push which would wipe the central table and then run sequentially 4 saved table to table imports with API_RunImport. The target table would have a clickable link to display the attachment, and perhaps a link back to the source record, but the file attachments would continue to live on the individual 4 tables.
But them someone needs ot push that button each day.
You could probably maintain the table automatically once loaded using an ACTION on each table. Where that can get messy is to deal with edits to other fields in the record. But I suppose that those can all be lookup fields, so that would take care of that.
You would need to deal with what if a user deleted a record, then an Action would need ot delete the corresponding record. Ahh, but ACTIONS cannot delete.
So either they edit the record to flag it for deletion (and hide from users via permissions) or sign up for early access to Automations due to be in GA release on the May release. Automations can delete.
My problem is that these are all connected tables (coming in from different apps) it seems to be a real speed bump. I am on the Automations early access. :)
Do you think they could come in and ordered by date creation? I'm really stretching in a way to sequence these things for import.
Do you think they could come in and ordered by date creation? I'm really stretching in a way to sequence these things for import.