"Copying" data to another app
Hey guys!
My question is probably very basic, so I would like to thank you for your answers in advance.
I have Vendors app with "vendor code" text field, where the vendor code contains letters and numbers . For reporting purposes I want to get the exact field in my Contracts app.
How can I do it by using calculations?
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Hi Martina,
(1)
Create Relationship field in Contracts App
Choose Vendor-App for relationship.
(2)
Modify Vendor-app reference badge to include vendor-code in display of vendor.
(3)
Add Contract with proper vendor .
The result of Contract-item should also show Vendor-info having Vendor Code.
(4)
Contract record details will show Vendor with Vendor code.
(5)
There are two help documents which will help you do the above.
https://help.podio.com/hc/en-us/articles/201019288-Relationships
https://help.podio.com/hc/en-us/articles/208195878
(6)
Please let me know if it works or if you have any questions regarding the above.
(7)
Calculation part can be shown by experts like Rainer and other community members.
Neal
NealPatil AT gmx.com
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Hi Martina,
I assume both apps are related. Create a calculation field in Contracts and enter:
@all of vendore code.toString()
After entering @ a list pops up from where you can select the field "vendore code". If it is not shown cause there are too many fields just go on entering the code, the list gets smaller.
Rainer
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What does the preview show (under the field - type a blank after () and you see the preview)?
Did you save the template? Is the field in all items blank?
Is there a Vendor item related?
Do you have 2 relations between both apps (from Vendors to Contracts and from Contracts to Vendors)? If so, you've to take care to select the right token in the dropdown, cause you've 2 tokens for each field - incoming and outgoing.
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