Connected Table data update workflow question
I've built a customer success app that pulls Client and Contact data from the Main app from Headquarters via connected tables. The question - how do my users signal or flag out of date information wit...
Forum Discussion
So it sounds like you want a single consolidated table of contacts.
Create that new table
You could create a formula to calculate a hyphen concatenated field of first last and Related Company.
Then create a key field and populate it with the contents of that formula field. Make form rule to populate it automatically by firm rules. Set it as the Key field.
Make a similar formula field in the Sync table
Set up a saved table to table copy from the Sync table to the manual table.
Copy in the records
Set up an Automation to run daily
Now, we still have the problem of how to know when Sync table records get deleted.
Include in the Sync table a field to calculate to Today
Include that in the saved table to table import.
Set up an Automation to purge records where that field is not blank but is say a few days before today.
Create that new table
You could create a formula to calculate a hyphen concatenated field of first last and Related Company.
Then create a key field and populate it with the contents of that formula field. Make form rule to populate it automatically by firm rules. Set it as the Key field.
Make a similar formula field in the Sync table
Set up a saved table to table copy from the Sync table to the manual table.
Copy in the records
Set up an Automation to run daily
Now, we still have the problem of how to know when Sync table records get deleted.
Include in the Sync table a field to calculate to Today
Include that in the saved table to table import.
Set up an Automation to purge records where that field is not blank but is say a few days before today.