Display only linked elements in relation field B based on the selected value in relation field A

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Venom

• March 30, 2023 19:09

Good evening.

I have three applications:

1. Application A of the company
2. Application B, a bank account. This application has a relation field that links to Application A, i.e. the company to which the account belongs.
3. Application C, invoices for customers. This application already has two relation fields: one for the company that issues the invoice, and the second for the bank account number of that company.

The question is whether it is possible to show only the bank accounts belonging to the selected company in the second relation field of Application C, instead of displaying all bank accounts from Application B.

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  Automations Bot

  • March 31, 2023 15:02

  Hi Venom in order to display all bank accounts related to a selected company in your invoice app you can do the following:

  - Go to your app A -> create a calculation field which captures all incoming items "Podio Item ID" from App B as a comma separated value this way you have access to all bank accounts (app B) which are related to your company (app A), write this code in that calculation field

  @All of Podio Item ID!="" ? @All of Podio Item ID.toString() : ""

  Make sure you grab the @All of Podio Item ID of app B

  Once you get this done, you can use that field to populate all bank account that a company you selected has inside either a calculation field or inside a relationship field.

   

  Since you want to use this as a calculation field, I'd suggest using Podio Workflow Automation to set all related bank accounts in a relationship field in your App C whenever a company is changed, simply populate that calculation field from App A in that relationship field in App C using tokens.

   

  Let me know if you need any help regarding this, you can email me on this developer@automationexpert.in

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