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Question

Question

Combine tables using Multivalue Token

asked on June 20, 2023

Not sure if I'm even close but here is the scenario:

I have multiple Work Orders in a process, some can have 1 to 10 work orders before it is closed.  In those work orders I collect Labor and Parts information, each in their own table.  At the end of the process I would like to take those tables and combine them into one to create an invoice. 

 

What I tried to do was create the multivalue tokens I need, and then append them for each table.  Then do a "For Each" activity and dump into a spreadsheet.  This works fine, however, it inserts them into the spreadsheet based on how they were appended to the token (duh). 

 

What I want to do is group the Labor and Parts based on the WO # and then insert into the spreadsheet.  When I do a For Each activity and format the tokent to sort by WO #, it only sorts that WO # and none of the other tokens.  Can I accomplish this without creating a SQL DB and calling it? 

 

 

 

Billing 1.png
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Billing 1.png (200.45 KB)
Billing 2.png (185.29 KB)
Billing 3.png (179.82 KB)
Billing 4.png (165.87 KB)
Billing 5.png (179.66 KB)
Billing 6.png (55.21 KB)
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Answer

SELECTED ANSWER
replied on June 22, 2023

Hi Seth

As Workflow Tokens have no relationship to each other, there is not a way to Order one token and return the sort order to apply to another token. Typically, the best method would be to sort the order of the data when it is called from the DB.

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Replies

replied on June 20, 2023

Image of spreadsheet is the result w/o the sorting, attached is the result with sorting 

Billing 7.png
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replied on June 22, 2023

Thanks, yea I see that now.  I was trying to not use a DB and keep it all in forms.  I was able to accomplish this by setting up some for each row activities in a specific order.  

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replied on June 22, 2023

Hi Seth

Just an FYI, if you are able to collect and display the information correctly in a Forms Table as you want to see it represented, it is possible to then create an Export Button on the form which will take all of the table information and download it to a CSV using JS instead of Workflow.

I found the code here on answers but can't point you at it specifically. I have it running and regularly create form based reports and export them as CSV

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replied on June 22, 2023

I'll have to look for that.  For this use case WF is perfect, but I do have a use case i think I could use that, thanks!

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