Post

4 followers Follow
1
Avatar

Reference field from a relationship field

So I have an app for projects, and an app for deliveries ( actually trucks / material ). That being said I thought I could create a managed workflow to assign a billing task to the project manager of the project in which there was a delivery assigned.

Project App Contains:
Project Name: ( Text )
Project Manager: (Text )
Billing Date: ( Date )
... etc non specific to question

Delivery App Contains:
Delivery Title: ( Text )
Project Name: ( Relationship -> Project -> Project Name ( Text ) )
... etc non specific to question

In managed workflow I would like to create a task with as follows
Task:
Task Title: ( @Project Name + " - Billing" )
Due Date: Project -> @Billing Date
Assigned To: Project -> Project Manager

Things I have tried:
Calculation in Deliveries App to look up the billing dates/project manager from the project name relationship. I could only come up with "@all project manger" Which I didn't find helpful. Alternatively I thought that I could potentially cycle through "@all project manager" and see which one is related to the project name or something? But I wasn't sure how to go about that.

I explored the idea of just reassigning the project manager to the delivery but I didn't like that since I only want to input things in one location and relate them to each other. In this case the related item is the project name.

Additional notes:
I may be upgrading to the Plus account to get access to the advanced workflow if necessary.

Any help would be greatly appreciated if you need any additional information please let me know.

Zac

Please sign in to leave a comment.

17 comments

0
Avatar

Hi Zac,
the calculations fields are not usable in Workflows
but in a calculation field you can use any field from a related app with @all of name of field

Hamid 0 votes
0
Avatar

Hamid,
I was thinking that I would use the Calculations fields to pull in the related references ( Project Manager from Project App, and Billing Date from Project App ) that I needed so I can create the task properly.

Zac 0 votes
0
Avatar

Use one calculation field for each field you want to pull from the related app

calc1

@all of Project Manager

calc2

@all of Billing date

Hamid 0 votes
0
Avatar

Hamid,
I have only been using this for about a week so this is all still a little new.

When I put in the calculations field @All of project manager I get the error.

The script returned an unsupported result type.

I noticed in other question/post people used additional java script for loops etc. Do I need to loop through @all of project manager and reference the project name?

Thanks for your help on this.

Zac 0 votes
0
Avatar

That did bring up the name of the project manager. I think the problem is I can't assign it to the calculations field because the calculation .join() returns a text value not a contact.

Zac 0 votes
0
Avatar

I think the same would go for that date.

Is is possible to embed javascript into a contact field? or date field? This way the date/contact can lookup who the project manager is?

Zac 0 votes
0
Avatar

Yes it a text rtextnvalue. You can not use a contact value in a calculation field

Hamid 0 votes
0
Avatar

So is it basically impossible to create a task assigned to the project manager of another app? Unless you reassign the project manager to this app? Due to the fact the manage workflows needs a contact and calculations can't handle contact data types.

Zac 0 votes
0
Avatar

If the person who create the dellivery item is the same to the project manager you can use «created by» in the workflow to assign the task to the person who created the item

Hamid 0 votes
0
Avatar

Hi Zac,

honestly I don't understand what you want to achieve. If you want to have such a task in "Projects"

Task Title: ( @Project Name + " - Billing" )
Due Date: Project -> @Billing Date
Assigned To: Project -> Project Manager

for which reason you need a calculation field in Deliveries?? I think, you don't need any calculation field for that.

The projcet manager field in "Projects" should be a contact field, not a text field.
With Podio "normal" Workflows you can then create a task in "Projects":
If new item has been created,
create a task with title @Project Name - Billing,

assign it to the person in the contact field,
due date = billing date.

Or do you want the task been created in Deliveries for each Delivery item? So that if you have 5 deliveries the same task is created 5 times? If so, you could do it with a workaround using Podio Advanced Flows.

What exactly do you want to achieve with a calculation in Deliveries?

Rainer

Rainer Grabowski 0 votes
0
Avatar

Rainer,
We have a number of projects going on at any one time so to ease the work for the project managers I wanted to create a task / flag /reminders etc so they project managers know what projects need to be billed for in that billing cycle. I figured if I created a task for each delivery / labor placing etc it would accomplish the task and eliminate the project managers having to search for what needs to be billed for each specific project.

I have a backup plan if I can't create the tasks which would be to add a category to each delivery which is billed and having a custom view for Bill and filtered by project manager. I just thought the task idea was neat.

Thanks.

Zac 0 votes
0
Avatar

Hiya and forgive my intrusion. I noticed some references to .join() usage and I have tried using this in a calculation field like this: @Job Title + " - " + @All of Names.join() - but it is coming back with a script syntax error/unexpected token illegal. Both @ fields callups work fine on its own but putting this formula in place didn't. Sorry for going off topic!

Tony Barlow 0 votes
0
Avatar

Hi Tony,

that formula seems to be ok. Can you add a link to a screenshot from you calculation field here? Does @all of names.join() pull one name or multiple names?

Rainer Grabowski 0 votes
0
Avatar

HI Rainer, I tried the formula again today so I can get a screen grab for you but it's working! I don't understand this but I am happy now.

Tony Barlow 0 votes