Using Automation to (Mass Update Values) from One Table to Another | AppSheet Explained

If you've implemented a blueprint table (where you use one table as a "template" and another as the place where you're copying data to), AND you've been using that system for awhile...
- What happens when you make a major change to the blueprint table?
- How can I get all the derivative records (the copies) to update with the newest values?

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The solution takes four parts:
- Part 1) Create a [Data Set] action
- Create the action, on the table that needs updating, to actually make the update

- Part 2) Create a [Ref Update] action
- Create a mass update action, that runs the above action on all the records that need updating

- Part 3) Create a Scheduled Bot
- Create a scheduled bot to run the mass update action
- None of the actual scheduling details, nor the actual names, matter much - you can largely skip these

- Part 4) Run the bot
- Run your scheduled bot

CLEAN-UP
- Keep the bot you made, you might need to use it again; just disable it, so it doesn't run on the schedule - which you didn't set! (^_^)

Table of Contents |----------------------------------------------------------------------------------------
0:00 Overview
0:51 (ACTION) Set | Column_Value
2:11 Adding data to the source table
3:45 (ACTION) Ref Update | All Table_Rows
5:14 Overview of the process
6:17 (AUTOMATION) Making the Scheduled bot
7:28 Running the mass update

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#CitizenDeveloper #AppSheet

[tambordino]

Hi Joe, a very interesting video! I tried to follow all the steps but it doesn't work because I have 2 tables: Leads and Status
The key that connects them is the email. I want to update the Status column of the Leads table every time an update of an already existing lead is added to the Status table. How can I do? Thanks in advance for your reply!

[mansisingh]

Hi, I actually am trying to add a selectAll action to my sliced data but it doesn't work. And second thing is that I want to update a column of my sliced data on selectAll action, by choosing an enum value from dropdown which is another datasheet(I suppose another action).
Please can you guide me with these two issues.
Thanks.

[jaredmazzis]

I waited for 532 rows to update this morning. Now I don't have to do that anymore. Thanks Matt

[iikingvegasii]

I have static Columns in my spreadsheet (Dr Notes and Phone number) that are put in by the users of the app and autofill the Notes and Phone columns in the main spreadsheet with the info the user puts in, but when i add new people to my main spreadsheet, the updates push cells down and the static Phone and Notes are out of order. Something like your video seems like what i need to do, but I almost have to do it in reverse. Cant quite figure it out. Im guessing I need a separate tab in the Spreadsheet that houses the notes and phone numbers, Uses a Key to match up with the right person and then backfills the main spreadsheet.

Does this sound right. Any idea of a good tutorial pointing me in the right direction. Yours is close but not exact. Thanks, im obvy new at this.

[zocounlimited]

Hey Matt, Is there any way for this to process through errors? It gets stuck on cells that violate a valid if statement. ie: Row has an inactive employee where the validation states Active Employee list, employee is no longer active, it won't run any of it..

[AdvancementAxis]

Hi
can i call up information in two different columns using a single text field

[pabloeliassilva]

Creo que para las cuentas gratuitas este sistema sólo permite la actualización de 1000 filas, pero más que suficiente para muchos casos

[dzeips]

Another video that is good only for people who actually know all of this before watching. As a beginner who tries to learn appsheet all in this video makes no sense.

[ariefugi]

this caption should be "update another table when crud"