Workflow for associated records: Loop or Subflow?
Hi!
I have the following situation. There is a worksheet Projects, Rewards and Transactions. There is a Project - Awards association (multiple records to a single project), and an Award - Transactions association (multiple records to a single award).
I have created single workflows (custom actions - buttons) in Rewards that output a single field to populate in Rewards and automatically add a record to the associated Transactions worksheet. This works great.
I have now created a workflow in Project that should “repeat” the workflows for Rewards. That is, when a button is clicked in the Project, the above separate workflows should execute in each Reward record.
I have now done this using a Subflow (i.e. connected an existing workflow for Rewards) - it works, but it is executed “stealthily”, not displaying the field forms one by one. I was expecting that this would display the field fill forms to me exactly as many times as there are Rewards records in the associated worksheet.
What do I need to do to ensure that I see the forms appearing sequentially for each Rewards record? What are the settings in the subflow for this? Or do I need to use the Loop workflow for this (then what settings do I need for this to run from the “parent” workflow - the “child” workflows sequentially)?
For additional clarification I recorded a video, I hope it shows everything clearly.
https://drive.google.com/file/d/1mlClFfztY8C020ajF_gsJkJsW6l7f4HG/view?usp=sharing
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After clicking the button in the project record, users should not encounter repeated pop-up windows. Instead, consider this approach: in the workflow triggered by the button in the reward record, first retrieve the associated project, then obtain the next reward, and display the next reward record through the "Interface Push" node.
It is important to note that the already filled reward records need to be standardized, so that when obtaining the next reward, they can be efficiently and reasonably sorted. This highlights the importance of managing and standardizing reward records to clarify the relationships and priorities among them for the next step.
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Oscar, thanks for the reply, but I didn't quite understand the point of implementing your solution.... Do you have an example to see how it would look like? Do I still need to go to the Rewards record specifically first to initiate the workflow from there? And then the form will automatically open for another Rewards record until all records associated with the Project that is associated in the first Rewards record are “listed”? Am I understanding the chain logic correctly? Although I was assuming there was a way to display “sub-processes” of Rewards initiated by clicking a button in a Project record - so that the field fill windows would alternately appear until all Rewards records associated with the current project (or Rewards records that are displayed according to a set filter, but associated with the current project) are finished. This seems like a logical action to me.
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To accomplish this, simply open a reward record by clicking a button within the project records. Within the opened reward record, click another button. At the final stage of the process, query for the next reward record and open its window. You can refer to the example application for guidance。
https://d557778d685be9b5.share.mingdao.net/public/record/676bd8569d0b2d5bba403eb7
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Oscar, thanks for the test application file, I figured out how it works! Overall, this solution is quite suitable for my application. Only I have a question - the workflow opened all available records (in the example there are 3 of them), but as soon as I filled the last one, all 3 records (forms) remained open, I had to manually close each of them. Is there an action that will close completely all open forms in this case? Perhaps there is an answer somewhere in the documentation, but I have not found it due to my inexperience.
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Alexander,It's unfortunate that these windows cannot be automatically closed. We can consider adding this configuration: when a new window is opened, the current window will be closed.
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I hear you Oscar, thanks for the reply! I will experiment with that.
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