Forum Discussion
Well, this could get ugly in a hurry because it sounds like you don't have a consolidated company wide table for sites and Contacts.
So obviously in hindsight, the right solution is to have a table which is the single source of truth that all users update for this information and then all apps will draw from that Data either in across App relationship, but a better practice would be to have Connected Sync tables in each of the apps so the users get to see what's in the site table in the Contacts table locally within their own app. It also prevents Cross application dependencies which will approve the performance of the apps if you have a lot of data or a lot of transaction volume.
Assuming factors like people names and site names are spelled perfectly exactly the same in both systems you can have a pipeline that goes off and searches for the site name in the other application and then uses that Record ID. But in free form data entry in the separate systems for the site name, it's very easy to get slightly different site names for the same physical site.
An interim solution would be to populate some pure data entry fields with those details and have a human intervene where the pipeline wasn't able to find an exact match.
- AODevGuy20 days agoQrew Trainee
100% correct, I have been kicking myself all day. But these systems were made for folks who were fairly fierce in their defense of wanting to be independent. Moving forward, I will 100% be standardizing.
I wish they were the same, but naming conventions and fields per site/site contact vary between app A and B/C. So extra layer of confusion there.
I might have to just standardize across all the apps, at least as far as naming and nomenclature go.- MarkShnier__You20 days ago
Qrew Legend
Well, I suggest that you get someone higher up in the organization like head IT or some department decree that we are going to have centralized tables for common information like contacts and sites and customers. Things like that. Then you tell everybody not to worry that everything will be transitioned on a calm orderly basis.
Then I suggest you create a table in a dedicated app, perhaps called shared tables app, and have that be the source of truth. You can start that off by copying one of the tables in one of the apps that has the best data.
Then you create connected Sync tables in the various apps to replicate that every hour.
Than any of the applications you make the relationships to these new connected sync tablesThen you can write a pipeline to walk through the existing sites and contacts in these various apps and try to match up those names the best it can with names taken from a new relationship to the connected sync table. Then you have humans deal with the ones that the pipeline could not match up.