First Batch Building Questions - Reference fields, Send form, Update table
Hello Catalytic Community!
I have a few questions listed below on the topic of building a batch process. Any help and reference material is greatly appreciated!
- How can I create a field (in a web form) based on a column of an existing table?
- How do I start a batch on a table and send an email form?
- How do I create a condition in my email form based on data in the batch table?
- How can I update the batch table after the email form is complete?
Answers
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- How can I create a field (in a web form) based on a column of an existing table?
A. Tables: Start Pushbot for Each Row starts multiple instances of a Pushbot, one for each row of a data table. When you reference fields in your subprocess, the field picker does not display fields from parent Pushbots (but they can still be referenced). If the field is not in the picker, type the field reference manually using the {{field-reference-name}} format. As an example, if your column name is First Name, your field reference is {{first-name}}.
Tables: Start Pushbot for Each Row
https://help.catalytic.com/docs/tables-start-pushbot-for-each-row/How to reference a field
https://help.catalytic.com/docs/reference-fields/#how-to-reference-a-fieldHow to refer to values within the starter table from a Helper Pushbot
https://help.catalytic.com/docs/tables-start-pushbot-for-each-row/#how-to-refer-to-values-within-the-starter-table-from-a-helper-pushbotB. Field: Set the value of a multiple choice field sets the value of a multiple choice field. One example is using values from a data table’s column and using each row as a value in a multiple choice field.
Field: Set the value of a multiple choice field
https://help.catalytic.com/docs/field-set-the-value-of-a-multiple-choice-field/0 -
- How do I start a batch on a table and send an email form?
Use Tables: Start Pushbot for Each Row to start a batch on a table. Use Email: Send a Form to send an email form for each row in your table.
Tables: Start Pushbot for Each Row
https://help.catalytic.com/docs/tables-start-pushbot-for-each-row/Email: Send a Form
https://help.catalytic.com/docs/email-send-a-form/Create a web form and route inquiries is a good resource on adding conditional actions based on form responses.
Create a web form and route inquiries
https://help.catalytic.com/guides/create-a-web-form-and-route-inquiries/0 -
- How do I create a condition in my email form based on data in the batch table?
Build a condition based on the fields received by your subprocess.
Condition Options
https://help.catalytic.com/docs/condition-options/How to refer to values within the starter table from a Helper Pushbot
https://help.catalytic.com/docs/tables-start-pushbot-for-each-row/#how-to-refer-to-values-within-the-starter-table-from-a-helper-pushbot0 -
- How can I update the batch table after the email form is complete?
Tables: Update a Row identifies rows in a data table based on column values and updates data in matching rows.
Tables: Update a Row
https://help.catalytic.com/docs/tables-update-a-row/Related resources for avoiding common Tables: Update a Row issues: https://community.pushbot.com/discussion/622
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@Christina_212086 @Ortiz_112231 I hope this helps!
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