Morning all… I have some questions and I’m not sure on the correct terms so I apologise in advance. I hope I can articulate what I want to ask clearly enough.
First question: In the free version, can I build a screen only available to certain logins (say admin level) where it has a button that, when pushed, would check an entire table and if a date field is 6 weeks or older from todays date it changes a status field from one setting to another? Not really automation as it involves a human to push the button, so an action perhaps? Semi-automation?
Second question: When we move to the paid basic level version, can I take the above action (if it is possible to make in the first place) and turn it into a scheduled automation so that it automatically runs every night at midnight?
I was thinking I could learn the bones about some of the scheduled automations we want to incorporate when we raise the funds for the paid version but do it where they run when I push a button.
I hope this explains clearly what I’m trying to ask
Yes, you can in a free version:
You can adjust visibility for button only for certain persons.
Then:
create a query(multiple) to filter 6 weeks or older
create single value (first) from query
create Single relation from single value to table
create a custom action with multiple steps(just doubling actions)
set column value thru single relation. Create as many steps as you expect to be with 6 weeks or older rows;
if you have to many rows to delete and you tie to copying actions you can use Custom AI component to repeatably run same action as described but with single step.
On Maker Plan you can do all of this in Scheduled flow or in web triggered flow, but it will cost one update per deleted row.
It free version will no any updates.
Well for some status setting we would need to manually set, such as deceased and trial period but others are date trigger - some on age and some on adopted date. I want to set them to automate but I figured it would need to be scheduled like every midnight check and change if necessary.
I can help you with that. If you can list each possible status, and the conditions under which each would be applied, I can tell you if it’s possible to automate that (and how).
Thanks so much. I really appreciate this. We definitely are going to Maker (or whatever the base paid. Person is - my brain is tired at the moment after big fundraising weekend) but I’m still keen to learn. The schedule in Maker I think will be a game changer as that will automate so much for us freeing us admin time which we can then spend on rescue time. Glide already has improved processes and we are only in free and a very basic app as I’m a complete novice!
Right-o, I’ve written these three examples because if I can get these sorted, then maybe I can work out how to do the others (unless you’re going to use some fancy code - LOL):
Using the Cats Table
If status is “Trial” and Adopted Date is 15 days earlier from today’s date, do the following:
1. Set status to “Adopted”;
2. Look up Current Foster Carer field to get carer.
Then get their email from the People table and send them an email saying Trial period completed.
3. Remove name from Current Foster Carer (so it is blank).
If status is “Neonate” and DOB is 6 weeks earlier from today’s date, do the following:
1. Set status to “Available”;
2. Look up Current Foster Carer field to get carer.
Then get their email from the People table and send them an email saying Kitten status changed from Neonate to Available.
If status is either “Available” or “Neonate”, look up the Medical Table for that cat and look for the most recent entry where reason is “Worming” (we worm kittens at least every month) and if date is greater than four weeks prior from today (so cat was last wormed over four weeks ago) then:
1. Look up Current Foster Carer field to get carer.
Then get their email from the People table and send them an email saying Trial period completed.
Yeah, that all makes sense. And all very doable, but only with a Scheduled Workflow.
Because each scenario contains a date based condition, you would need a scheduled workflow that runs once per day, looping through your Cats table and applying the logic conditions.
Yep that’s why I asked if possible to do it initially in the free version where it happens when admin pushed a button but when we move to paid version it then becomes scheduled.
I think the only way you could do that would be if you did it one cat at a time.
You could create some logic in the Cats table that would filter all those that meet the conditions in each of your three scenarios, but then you would need to tap a button for each one to trigger the appropriate workflow, which would update the status and send the email.
