🤔 How to? (w/ pics): Create Action to search rows (based on user specific info), select result to copy/paste to another row

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1

Hello.

We need to create an Action that will: 1. use the input of the Ticker and Expiration columns to give us a result. 2. copy the Order ID from that search and 3.Paste it into the Matching Trade column before we submit.

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2

How do you “search” though? If it’s through a query, your Iron Condor action can retrieve info from that Query (via Single Value columns), and set that value to the entry column(s) through a set column action.

3

By “query” are you meaning creating a query column in the table (versus “query” meaning filter on the screen)?

For the set column action, do you have input on how to properly execute the action. I see where to copy to clipboard, but I don’t see how to paste to another row.

Thanks for the reply!

4

I mean a query in the table. You would have a query targeting the table where you store trades, and filter by Expiration Date and Ticker (I assume this is what you mean). Then what do we do with the Entry Timeframe, Transaction Type, Live or Sim, Strategy Type?

Next, what if you have multiple rows that match your “search”? Which rowID do we take?

5

Thanks for the clarification.

TD: You would have a query targeting the table where you store trades, and filter by Expiration Date and Ticker (I assume this is what you mean).
Yes. That is correct.

TD: Then what do we do with the Entry Timeframe, Transaction Type, Live or Sim, Strategy Type?

In this case the Expiration Date and Ticker are usually going to show just ONE other rowID. In this situation, the two transactions are “sharing” a dollar amount and only two can share that amount at the same time.

Multiple rows are unlikely to match the search so based on the query only two should appear, that is either side 1 or side 2.

6

Then you can use the query approach, use a single value column to get back the order ID tied to the result, and use a set column action (providing the user clicks a button) to set it to the matching trade column.

Though I’m not sure why you need a matching trade entry. Can you explain that?

7

Thanks for the information.

To answer your question:

The matching trade entry was being used to connect the trades together when searched.

The Matching ID is the Order ID from the 1st trade.

If we are searching for Trade 2, the Matching ID would tell us which was Trade 1.

This is useful because both sides are not always entered on the same day, so Matching ID helps to quickly find Side 1.

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