Data source: Airtable
Working in an “invoice” record
The invoice table has a linked “document delivery” table, where all document deliveries are stored for the record. The invoice record can have a history of multiple linked delivery records, as each delivery transaction, destination, content, etc. is stored with a timestamp. The fact that there can be multiple records seems to be one of the reasons for my dilemma.
I am using an action button on my invoice page to get the process of delivery started.
As the first step of the action button I create a new record in the “document delivery” table and fill in all the specifics for this delivery record.
Now I need the delivery record to actually execute and send off an email.
Setting up Noloco Workflows
As the “document delivery” table is connected to various tables in the Airtable accounting base, there are many variants of which documents and to where documents are delivered.
The “on demand ” trigger
would be my obvious choice as part of my action button stack. But (I presume) that due to the fact that the invoice record connects to a collection of delivery records (not limited to one), I can not select the “document delivery” table and therefore not trigger any workflows in that table.
The “when a record is created” trigger
does not work for me either. I would have to setup multiple “only continue if” steps. But that is not possible because Noloco looks at these sequentially and not as multiple possible options.
Now obviously I could create multiple “when a record is created” workflows, each with a different “if” condition as the first step. But I would burn workflow credits only for the following steps not to execute. Clearly not an option.
The “record update” trigger
does not work for me either. First I create a record with my action button. As a next step in the action button stack I could then update a specific trigger field in the delivery record I just created. The workflows would watch for a change in that specific field and execute a specific series of actions. But (I presume) that due to the fact that the invoice record connects to a collection of delivery records, I can not update the delivery record which I just created.
I could of course now create additional workflows in Airtable to achieve my result. But this is exactly what I am trying to get away from. I would like to leverage Noloco workflows to do the job on their own.
Am I missing options, here? Any thoughts on this?
@darragh Anything that could be added from the Noloco side to make this possible?