QuentinFleischf
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Joined 6 years ago
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ALM Table-to-Table Imports Alternative Solution
I understand, with ALM activated, table-to-table imports do not work within Automation's. I understand, with ALM activated, I am physically able to go into the configuration for a table-to-table import and manually trigger it. What, if anything, is a valid work around to overcome this issue with ALM activated? I have a number of fields across a number of tables that have two instances for each field - a 'read' and a 'view' - that, based on a users permissions, may get out of sync. Previously, I would run an automated table-to-table import on each table on each occasion a record was added / modified and a trigger was activated. I would also run a catch all table-to-table import across all tables on a daily routine to pick up any mismatches triggered by the rollover to the next day. I have a need to keep ALM activated and work in a sandbox for an extended period. This means currently I am having to go in manually on a daily basis to trigger the table-to-table imports. Frustrating and inefficient. I have played around in Automation's and can see I can trigger what I need to on a single record only basis and only when the trigger is add / modify. Is there anyway I can trigger this on all records for all tables on a daily schedule? Or am I screwed? ------------------------------ Quentin Fleischfresser ------------------------------Re: Snapshot Update
Had some issues implementing the first part above but worked through it. Both solutions are working perfectly and meet my requirements. Thank you, again! (side question - how do I mark these questions as 'answered' rather than 'in progress' as I have a number you have replied to and I would like to close off)Snapshot Update
I have 2 tables - Table A and Table B - that are related. In the records in Table B I have a field - Field A - that is a lookup field back to Table A. I also have a field in Table B - Field B - that is a snapshot of Field A. The logic is if a user does not have permission to view the related record from Table A then Field B is displayed on the forms for Table B. If they do have permission they will see Field A. The issue I have is that if someone edits Field A in Table A naturally the snapshot field, Field B in Table B, is not updating given its nature. To update I need to review an exception report and manually update Field B by re initializing the field for existing records. I am wondering if there is possibly a solution to this that I am missing? Could I 'trigger' an update of Field B somehow through a table-to-table import or something different? I am thinking not however would be keen to hear before tackling a possible rebuild of my architecture. Thanks,Re: Scheduled Automation no option to select value after copy value from another record
Thanks Mark, Appreciate the quick response. Am I in essence importing the table over the top of itself? I have had a quick look and I am assuming the following is the case: 1. Go to required table (Table A), select import/export, select import from another table. 2. On the create new import set the source table as Table A. 3. Set import type to merge in Table A and set the key field for Table A as both the merge key field and source field. 4. Could I at this point under matching only import tasks where Field A is not equal to Field B (or would you recommend against this?) 5. Under field mapping under default mapping it only says 36 fields will be copied. I assume only fields of a certain type (?) can be imported as I definitely have more fields... I will, per your suggestion, only update Field A / Field B by invoking custom mapping on that field. Again, thank you for the assistance.Scheduled Automation no option to select value after copy value from another record
I have a rich text formula field (Field A) that returns the status of a project based on a number of variables. I have a multi choice text field (Field B) that is intended to replicate the value result in Field A. Both Field A and Field B are on the same record. I presently have an automation (that works well) that updates Field B with the value of Field A on each occasion a user updates the record. I was looking (hoping) to schedule an automation that updates Field B with the value in Field A daily noting users may not go into each record daily thus not triggering the automation manually. I select New Automation, populate my App name, and populate my Table name. I filter records such that the scheduled automation will only update records when Field A is not equal to the value in Field B. I select Field B as my field to update and specify the source as copy value from another record. When I go to populate the value option there is nothing, no options, nothing... Please, what am I doing wrong? How can I solve the above? Much appreciated.Resource Summary Timeline
I have 3 tables Programs Tasks Resources A Task is assigned to a Program and a Resource is assigned to a Task. I have managed to establish table relationships between the tables so I can report (Timeline Report) all the related Tasks for the Program on the program form as an embedded report. I have managed to establish table relationships between the tables so I can report (Timeline Report) all the related Tasks for the Resource on the resource form as an embedded report. What I am struggling to do is establish a table relationship/s so I can report (Timeline Report) all the related Resources for the Program on the program form as an embedded report. I have generated the kind of report I want in the resources table per below (for a single record in this example) Any suggestions?
