New Related Item Requires Refresh to See
Okay, I'm going to try and explain this the best I can...
I have 3 Apps...Leads App, Contacts App and Properties App. The Leads App has 2 relationship fields, 1 for Contact and 1 for Properties. I have created a webhook that gets called when a new lead gets created and automatically adds a new Contact Item (to the contacts app) and a Property Item (to the properties app) and then references those 2 items in the Leads App. I do this because I want to pre-populate some of the fields in the contacts and property items. Never the less, this works perfectly!
So if a user goes into the Leads App and clicks "Add Lead" everything works fine. The Contact and Property Item get created, and the user can then just go and click on the reference for each and enter in the needed data.
HOWEVER...If the user is in the Activity Dashboard and clicks on a Leads APP Widget's "Create Lead" link..They go to the New Lead form, click save. The Contact and Property Items get created and linked just fine. BUT when the user clicks either the Property or Contact reference item to go to those items the form is completely blank. They have to manually refresh the screen to get the fields.
I hope I explained the situation.
Here is a quick video of the problem (sorry no audio)
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Hi Scott,
It seems that you've discovered a bug. It has now been attended to and a fix is going out in our next release. Thanks for posting!
Just a note: It's cool how you've enabled automation in your setup via web hooks. Are you aware of the Automated Workflows feature of Podio, though? - It's designed to do exactly this, and the functionality you're displaying in your video can actually be achieved with just a few clicks and easily maintained :-)
Have a nice weekend!
Marc
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Hi Marc,
Thank you for identifying and fixing the issue. It'll help make my system a little smoother for the users.
I do realize that I can do many of my automations using the built in Podio tools (Automations and/or Globiflow). However I do not believe they can handle the 3rd party API integrations (zillow, bing, google and more) that I'm using to pull data into Podio. I like having everything in one spot as well.
My only issue down the road is running into the rate limits. I'm in the process of caching some of the App data on my database servers to limit the API calls. However, that will only hold off on my need to increase my rate limits. I have a request into Kruti, but it's been weeks since I've heard a response.
Thanks again for your help!
Scott
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