Deleting items after create
I've setup two tables that are exactly the same in two separate work spaces. I would like to post all of the data from the first to the second (HR related) and then delete the first record completely. That way, employee information in the second work space will not be accessible to those who must input the data. Would also like to do this with some of the finance related apps/workspaces.
I would recommend you to use the webforms for your employees to submit information directly into your HR/Finance workspaces. This way they don't need to have access to the workspace and you'd get the data directly in the right app. Here is how to setup a webform: https://help.podio.com/hc/en-us/articles/201019628-Webforms
I hope this helps!
//Kinga - Podio
We had hoped to use webforms for much of the work that we do in Podio, but have a problem with not being to access the members/users in the contacts field in a web form. So, we've had to resort to using mainly podio apps directly? Is there a way around that? If there is, it would sure solve many of our problems
If we have businesses entering basic data into a form, it will work fine, but for internal processes, it's proving to be a challenge?
for the webform you can use a cumbersome, but feasible workaround. Add a relationship field, where the person can be selected instead from a contact field (in the app must be both fields). The relationship field must have a relation to an app where all contacts are in, including one field with their data-profile-id (also called workspace-user-id). When the webform is saved, Globiflow can add the right contact automatically into the contact field by getting the data-profile-id from the related contact app.
Also for using apps for entering data you can use Globiflow for deleting the items in the first app. You can create a flow: When an item in the first app is created, create a new item in the second app with the same data, wait/delay, delete the item in the first app.
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