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Process instructions as calculation field, referenced from another app item

Hello, I am in the process of writing instructions for use in various apps. I would like to have the instruction text saved in one app (called "Template Instructions") which is kept in a separate work space (so only selected people can modify it).

Then in the "Deliverables" app, I would like a calculation field to reference the "Template Instructions" so that they can be read, but not edited by users in this workspace.

Ideally I would be able to use heading, numbered lists and bullet points to make the instructions as easy to read as possible.

I am not able to code, but I can copy and paste like a ninja, so what would the best way to go about this be?

Thanks for your help!

Jasha Andrews

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To use the way you have described you would have to create a relationship field and link on every single item that points back to your "Template Instructions" app item allowing it to pull those instructions over. 

A much easier approach (in my opinion) would simply be a calculated field in the app template of each app called "Instructions App A" or whatever. 

In this instructions field you can meet podio's requirement of using a referenced field value by typing @Unique ID and selecting that variable (it will appear blue) 

Then follow this with two forward slashes //

Lastly, Open a quote " and type out whatever instructions you would like for that app, close with the end quote " 

 

Attached is a pic of this applied

 

The tiny bit of code you see of + "\n" +  is telling the system to make a line break between the numbered steps in the example.

 

Using this approach, it will appear as text, only editable by those that have Admin access to open and modify the template of the app, and it will not require you to set up related fields to the instructions on each and every item.

Carson Young - Red Cliff Labs 1 vote
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