In this chapter we will create a simple workflow, to create invoices for a chosen contact. This uses many of the features of app building you have used up to this point, and adds a new feature - context variables - which are crucial as you take users from one screen to another in a workflow.

Intermediate step: assign transaction to contact

In this exercise, we will create the intermediate step of the workflow, where the user can assign a transaction to a chosen contact. In the exercise you will need a sample file of transactions. You can download the file here:

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Open the Contacts dashboard, and go into App Mode. Select a contact, and press the Create Invoice button - this will take you to the Assign Transactions dashboard, with details for the selected contact shown.

Final step: create invoice

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