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

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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
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Joey Zint

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Posted 1 year ago

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QuickBaseCoach App Dev./Training, Champion

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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.
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Joey Zint

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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
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You got it! Exactly,