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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An alternative method of implementing the final step of the workflow would be, instead of running analysis to update the Which method you choose is a design decision based on the the data set you are dealing with, and the process you are trying to implement. If, for example, the final step of creating invoices involves a lot of rules which are easily implemented in analysis - such as enriching the data through lookups, then the method we have used here would be best. However, if the creation of invoices involved no additional logic, using an insert action is probably easier to implement. If you have time, try and create invoices using this alternative method. |
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Next chapter: 15. Controlling access to apps |