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Can entries in a form in App A populate answers in a form in App B based on given criteria.

  • 1.  Can entries in a form in App A populate answers in a form in App B based on given criteria.

    Posted 04-23-2019 18:31


  • 2.  RE: Can entries in a form in App A populate answers in a form in App B based on given criteria.

    Posted 04-23-2019 18:34
    Yes if you use an automation and depends what your criteria is.


  • 3.  RE: Can entries in a form in App A populate answers in a form in App B based on given criteria.

    Posted 04-23-2019 18:41
    I tried to edit my post to finish explaining but it errored out and didn't save. So my thought is that if the user in App A completes her form and posts to her table and the set criteria initiates an automation that sends that information to App B and populates the table will the table treat her entries the same way it does for information submitted via its actual form? In the actual form the options are built in through table to table relationships and there are selection dependent dropdowns. As long as her entries are identical to the options on the form will it adopt them in the same format?


  • 4.  RE: Can entries in a form in App A populate answers in a form in App B based on given criteria.

    Posted 04-23-2019 18:44
    Yes, that should work.  I imagine that you are concerned with the CDDs (Conditional Drop Downs), but I think on data imports or Automations, the CDDs are ignored.


  • 5.  RE: Can entries in a form in App A populate answers in a form in App B based on given criteria.

    Posted 04-23-2019 19:26
    So I tried to set up the automation but the field types are different so it isn't allowing me to route all the fields I need to. I need it to populate the app in the other table when a new case is created and to modify the table if she modifies her records.


  • 6.  RE: Can entries in a form in App A populate answers in a form in App B based on given criteria.

    Posted 04-23-2019 19:29
    Just a thought to the design of your app.  

    It is typically better to not be duplicating records in other tables and then especially if you then need to duplicate updates from one table to another.  They will inevitably get out of Sync which will make you crazy.

    Have you considered perhaps a Sync table for the other table - so it will always be a mirror of the main table.  Then you just have one source of truth.


  • 7.  RE: Can entries in a form in App A populate answers in a form in App B based on given criteria.

    Posted 04-23-2019 18:43
    I'm probably overthinking it.