Guidance for multi-page form entry workflow

Hello fellow Gliders!

I am looking for guidance on how to load/work-with the same data (i.e row in a table) across multiple screens. I am building an app that allows a user to perform different interactions with a ‘case’. There is one ‘intake’ flow that creates the case, and then a user can later on looks at cases, select a case to perform different tasks on, etc. Each task will have it’s own flow in the app, will possible multiple screens.

I saw the example of the multi-step form which allows for multiple screens to write to the same row. But is there a concept of a global variable where I can set the key of the selected item (i.e the case) and then load/modify/write data in other screens related to this key?

For example, the intake workflow has a few stages - I’d like each stage to present on its own screen (for focus and simplicity), in each stage a user will either enter an input (e.g text), edit an existing value, or approve a computed output (generated text based on the user input).

I really need to make a video on this. Yes!

Check out this video that shows how to use a template column + query column to reference the record of the screen you’re viewing (around 07:00).

Otherwise, yes you can use a set column action to write the record of of your case in the users table.

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Thanks for replying Robert!

SOLVED: I was able to solve my issue!
I added an Active Case column to the Users table and also added a Relation column to the Cases table. The User profile columns are always available so this way I am able to go from Users to Cases from any screen in the app.

For the intake flow, I also didn’t need to use multiple screen eventually, but instead just used a single screen and the mutli-form pattern (using containers with conditional visibility instead of multiple layout screens).

To get different screens, use the “Show New Screen” action

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