Reciprocally linked apps
In order to streamline the workflow, I have got many instances where apps are reciprocally linked - e.g. an "Company" app references a "Contact" app and vice versa. So when entering any kind of contact information, a user can start adding contact data first and then use the reference to the company app to add the company data, as well as vice versa. However, the disadvantage of this approach is that such references appear twice in the respective items. One the one hand, the referenced data is available through the "App reference" field, on the other hand, the referenced data is available under "related items", which makes items longer than they need o be. A possible solution would be for Podio to check whether there are reciprocal references between two apps, and if that is the case, list the data under the referenced app field, and not under "related items" (or vice versa; or even better: let the user decide where the data should appear...)
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Hi Ganesh, I like the user helping user approach, though in the absence of pm on Podio support, contact me at t.arndt@pefc.org
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I have the same problem with the interaction between the Projects and Deliverables app. I want my Projects to reference Deliverables, and my Deliverables to reference Projects. Both apps need to reference each other for the filtering/grouping views and calculations to work properly. But it is a bit of a hassle to, reference a deliverable in a project as you're creating the project, then have to go to that deliverable and put the project in the reference for that item as well. It's worse when you create a deliverable from the Deliverable app, and you don't remember to add that deliverable as a reference to your Project item. Then the 'related items' list in the Project item and the reference field for deliverables don't match, and it's just confusing for everyone. Just a single list of deliverables would be great... What's the best way to get over these issues in the meantime?
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I am relating 2 Contacts: Husband to Spouse and vice versa. Created a link from Husband to Spouse, but for some reason when I went to Spouse i dont see Husband. Podio wanted me to ALSO go to Spouse and relate back to husband. Why do I have to do that when the relationship has already been established on the Husband side. Same issue. How did you solve this?
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