Automation Learning Help needed

This is my current app and I made a temporary placeholder button showing if the current fixture is in use or available I want to trigger a mini tab to open up and then ask for the employee’s name and signature and automatically save that information and switch status from In Use to available and vise versa.

I imagine you could set a “Show New Screen” → “This Item” action on the button, set it to be an overlay or slide-in, and then put whatever inputs you need on that screen.

Thank you this is as far as I have gotten so far, however nothing actually works I need help creating a workflow that will automate the switch between Returning something to Shelf and taking it out so the persons information is saved until next time.

Can you explain how your data is setup? How do do you determine that an item is checked out or not? Do you want do store the status direct in the the item row, or are you creating a log in another table? Based on your screenshot, it looks like you are using a form to add a row to a table. How are you using that table currently? Do you have a relation or query set up between the item and the log?

Need some more info to fill in the gaps so I don’t assume in the wrong direction.

Here is what I have so far I was experimenting with the relation and query set up, trying to learn from videos online however I am still quite confused, if it’s not too much of a bother would you be free anytime this week to meet on a zoom call or something like that so I can learn from you?


I think you are on a good track with the log, but what I would do is add a relation to the fixture table that links it’s fixture id to the fixture id in the log table. Then create a Single Value column and set it to Get Last from the Relation → Whole Row. That will link each fixture to the last log entry for each respective fixture. From there you can add lookup columns that pull individual column values from the single value row and use them for any button workflow action conditions or use them to display any log text you want on the fixture screen.

Any chance we can join a google meet or zoom to discuss further I am not quite sure I follow?

I usually don’t do one on ones and only have time to pop in and out of the forum periodically.

Where are you stuck? Have you created the relation and single value columns so far?

Sorry Jeff I was out of office but can you specify which table to create each thing in as well as names of the columns you want me to relate things to. The first data is called Fixtures, and the second one is called Fixture Logs.

I also don’t understand what the single value and lookup column do or what to use them for in the workflow

You have a fixture number column in both tables. That’s what you will use to establish the relation because it’s a matching value in both tables.

Still in the fixture table:

Set Get to ‘Last’ and set From to the relation column you created (be sure to pick ‘while row’ instead of an individual column from the relation. That will provide the last row for each fixture.

Lookup columns should pull values from the single value column. Not the relation.

Beyond that I don’t know what your expected flow would be, but the lookup columns will provide individual column values from that last row to do whatever you want as far as using them for visibility conditions, workflow conditions, or just displaying them on the screen.