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EmberKrumwied's avatar
EmberKrumwied
Qrew Assistant Captain
2 months ago
Solved

Filter records based on table connection

Not sure if the title exactly describes what I am trying to achieve, but here is what I'm working on. I am trying to create a simple-ish application for one of my teams where they can track projects...
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  • EmberKrumwied's avatar
    EmberKrumwied
    31 days ago

    Never mind...I found a work around. Posting what I did in case it might help others.

    I added a checkbox to the Projects table.  Then created a pipeline to trigger when an Invoice record was updated and the "Create new Invoice" box is checked.

    Step 1 - The pipeline then creates a new Invoice and populates the Related Project ID with the Record ID of the Project.

    Step 2 - Then updates the Project record to remove the check.

    Step 3 - It then searches my Time Entries table looking for any records where the Related Project ID matches AND the Related Invoices field is empty.

    Step 4 - For each it finds, it updates the Related Invoice ID field with the record ID of the newly created Invoice in Step 1.

    Voila, I now have one or more (as it seems to work whether I select 1 or more Projects to create invoices) Invoices created and they are linked to the appropriate Time Entry.  Bonus, if I delete the Related Invoice ID from a Time Entry, it will get picked up on the next round of Invoice creations.

    Not sure if this is the best or most efficient way, but for now it works.

EmberKrumwied's avatar
EmberKrumwied
Qrew Assistant Captain
31 days ago

Never mind...I found a work around. Posting what I did in case it might help others.

I added a checkbox to the Projects table.  Then created a pipeline to trigger when an Invoice record was updated and the "Create new Invoice" box is checked.

Step 1 - The pipeline then creates a new Invoice and populates the Related Project ID with the Record ID of the Project.

Step 2 - Then updates the Project record to remove the check.

Step 3 - It then searches my Time Entries table looking for any records where the Related Project ID matches AND the Related Invoices field is empty.

Step 4 - For each it finds, it updates the Related Invoice ID field with the record ID of the newly created Invoice in Step 1.

Voila, I now have one or more (as it seems to work whether I select 1 or more Projects to create invoices) Invoices created and they are linked to the appropriate Time Entry.  Bonus, if I delete the Related Invoice ID from a Time Entry, it will get picked up on the next round of Invoice creations.

Not sure if this is the best or most efficient way, but for now it works.