I have a workflow which is supposed to reduce a persons balance by £3 once the form is submitted however, I’m not sure what to put in the balance field here in order to do that change. I have Tried “Bank Balance -3” but that’s just replacing the exiting balance with “3” rather than deducting the amount.
You can use the increment action!
Genius. Thank you.
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Anytime!
Can I ask another question?
I want to add a workflow that will allow winnings to be added to a person. Basically want to show a form with a field that takes a value and then uses the increment function to use amend the value based on the winnings entered. Is there a way to do that without me creating another column in one of the tables? I just want to temporarily store it, use it and then delete it.
Can you share a bit more context? What’s the form being used for?
If the £3 deduction represents something like an expense entry, I’d actually recommend handling this through a Rollup and a Math column instead of directly adjusting the balance. That way, if a user edits or deletes a form entry later, the balance automatically stays accurate without needing to manually reverse it or use a negative increment.
The £3 deduction is working perfectly and if the entry is deleted, it returns the £3.
What I want is just the ability to click on a person, add winnings and have that amount incremented to their balance. What you suggest would need a starting balance and I can’t do that as it can fluctuate.
Further help on this would be appreciated. I have added a temporary column and am able to display the field and take a value. Problem is that regardless of what value I put in the field, the balance is only incrementing by 1 and when I set column value to empty afterwards, it’s just creating a new row in the table. I’m clearly not doing this correctly. I thought it would be simple just to create a field for a temporary value.
Can you provide screenshots of what you have setup?
I have a people table (below which holds thee balance and a relation to the scores table which is linked to when they played. The scores table is used on the form for entering scores for each person. What I want is the option once the score is in to add winning from a context menu. I could add it as a column in scores but I really just want a temporary field which when populated on a individual person, it updates the balance by whatever amount is put in the field.
I know I can use math and rollup relationships but I just want a simple field that updates the balance, Thanks.
So you don’t want a log of balance updates from what I take?
You can have a user-specific column. On a button click, clear that column, open an overlay, add a number entry pointing to that column.
Then, increment the Bank Balance column by that amount (negative input for decrement, and vice versa).
I had tried what you suggested but it keeps adding rows to the table. Is the key to empty the row first before adding content to the field?
Seems like you’re using an Add Row action? It should be an Increment action. Can you screenshot the action?
I thought I had to add it to the row so I could use the value in the increment function.
I am. I already use the increment function when a score is added to the scores table (which has a related scores column in the people table).
I added a winnings column to the people table and made it user specific but when I add content to use in the calculation, it just creates a new row so my logic is flawed somewhere.
That said, I am now considering using a transactions table to audit the balance.
I already know how to do that but if you can advise how to use a user specific field properly, that would be appreciated.
So can you confirm the flow should be:
- You add a score to a scores table, it should add a new row.
- You still want a live field that is editable, not just rolling up scores.
- Ideally, the row is still added, but the difference of the score (whether negative or positive) should be incremented back in the relevant person’s row in the People table?
Essentially, yes.
The flow is currently that a score is entered and the balance in the people’s table is reduced using the increment function.
Rather than adding another field in the scores table to add winnings, I just wanted a custom form where a value could be entered and adjust the balance accordingly in the people table.
What I did was add a custom form linked to a user specific field in the scores table and added the flow to increment the balance.
All this is doing is adding a new row and regardless of what value I put in that field, the balance is only increasing by 1.
I’ve started looking at creating a transaction table and using a rollup function instead as I can’t seem to get my original plan working.
Please provide screenshots showing how all of this is set up. Where you should be showing a detail screen or an edit form to update an existing row, it sounds like you are using a native form or a custom form with a button that contains an add row action. It’s difficult to understand what you are trying to do without seeing the how the screens, actions, and everything else is actually configured.
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