Forum Discussion
JohnRogers3
7 years agoQrew Trainee
Create a table called source. In that table make the records have a numeric value tied to each source. 1 = API 2 = form and 3 = grid. Place the related lookup field inside of your record form where you are wanting to track how these came in. Now when they do the api edit record call add their field ID to the call and the number is value 1 to be sent over. Same with the form. And with grid edit just make an action or automation that basically states if it comes in without a source then write grid edit in source, since you only have 3 options and the other 2 are taken care of.
There is probably a simpler way, but this way would be 100% automated.
There is probably a simpler way, but this way would be 100% automated.
- JonathanHeuer7 years agoQrew CadetInteresting, but why would you need a new table? What about a multiple choice field with the three options:
- Grid Edit (this is default value)
- API (set this as part of any API call)
- Form (use a form rule to change to this under appropriate circumstances)
- JohnRogers37 years agoQrew TraineeYou technically wouldn't, I just did that because it is more organized incase future development your source becomes 30 instead of 3. Always build now, that which will work later without having to re-do :D!
- JonathanHeuer7 years agoQrew CadetGood point John