Block - Update Entry in Another Module based on Table Items

[viti]

Hi there, I will guide how to use an automation block to update entries in another module based on an action performed from another module based on table items.

Sample scenario: Confirm stock transfer to update the stock location.

Module A: Stock - keeping all the stock entries with location details.
Module B: Stock Transfer - to move the stock to the new location

Module A: Stock

1. Add an activity ‘Update Location’ and add the Location field in this form design.
   
   

- will use as an internal activity to update the new location

Module B: Stock Transfer

1. Configure the form design as below

• Select the products and choose the new location

2. I want the automation to trigger update location when confirming this stock transfer entry. So I will add the automation block in the confirm activity in the Stock transfer module.

3. I created an activity called ‘Confirm’ in the stock transfer module.

4. Stock transfer > Activity: Confirm > Automation
   When performing Confirm , do Automation

5. After executing

3. Drag & drop condition block: #Entry#Details.Count > 0
   Hint: Indicate when the table row is more than 0

4. Drag & drop For block: #Entry#Details each item
   Hint: Indicate each item lines in the table
5. Drag & drop Action block
6. Click + Add Action

7. Select ‘Find’
   Module: Stock
   Filter: Choose 'formula’
   Choose #SerialNumber ‘equal’ #Item#SerialNumber#SerialNumber
   Hint: To find the stock based on serial number

8. Click + Add Action
9. Select ‘Perform’
   Module: Stock
   Activity: Update Location
   Entry: #StockFound
   Form > Expand
   Choose ‘Location’ : #Entry#NewLocation
   Hint: To perform the update location activity based on stock found and pass the new location as location

Overall block

Result

1. Click ‘Confirm’, an entry state change to Closed in the stock transfer entry
   

   

2. Automation trigger the update location and able to pass the new location ‘ROW B’ to the 4 serial numbers found in the stock module.
   

   

#automation #block

Other related topics:

Block - Add Table Row to Another Module

Module 1: Project Module 2: Project Tasks Scenario: Add project tasks to a selected project and that project entry shows all related tasks in a table. Go to Project Tasks > Create > Automation When executing Create do Automation After executing Drag & drop Action block Click + Add Action Select ‘Form’ Select ‘Module’: Project Select ‘Activity’: Add Project Task Type ‘Entry’: #Entry’s Project Click ‘OK’ [screenshot-2022.03.24-15_42_48] Click + Add Action Select ‘Create’ Type ‘Variable’…

Block - Remove Table Row from Another Module

Example: When cancelling project tasks entry, remove row from project tasks table in the project module. Module 1: Project Module 2: Project Tasks Go to Project Tasks > Activity: Cancel > Automation When performing Cancel, do Automation After executing Drag & drop Action block Click + Add Action Select ‘Form’ Select ‘Module’: Project Activity: Remove Project Task Type ‘Entry’: #Entry’s Project Click ‘OK’ [screenshot-2022.03.28-16_54_08] Click + Add Action Select ‘Create’ Type ‘Variabl…