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How do I update items within the same app?

I want to update items linked together by a relationship within the same app. For example, I have applications submitted by 4 different people applying for a property together. How do I link the co-applicants so that if I update the status or response to 1, they all get updated? I only see the option to update a referenced item in a different app. Thank you!

Stephanie Cabral

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Hi Stephanie,

You may need to do this through a workflow, from Citrix Podio Workflow Automation (formerly GlobiFlow). I have provided a help guide here for you: https://www.globiflow.com/help/update-collected-items.php as well as here: https://www.globiflow.com/help/action-update-referenced-item.php

This automated workflow is available on the Premium Podio plans. If you need further assistance, please contact us here at: https://support.citrix.com/cscase#/podio and we can look into it further for you.

Best,

Podio 

/Dana

 

Dana P. 0 votes
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