Sort records by key and add one record for each key value to another app.
Records with the same key are added as rows in the table of newly added records.
Retrieve the original records that have been sorted in advance, using “Retrieve Records by Providing Conditions in Query”.
Also, prepare an app to register the results of the sorting. The app to which you are registering requires a table.
Specify Source Record, Key Field, Key Field to Further Aggregate Tables, Target App, Mapping for Record, Destination Subtable, and Mapping for Table.
Specify the action taken to retrieve the records you want to sort. These records will be sorted by the “Key Field”.
There are no specific restrictions regarding the source app for obtaining the original records. It is acceptable for the app to be the same as the customized app or the app used for record registration; alternatively, it can specify a different app from both.
Specify the fields that serve as the criteria for sorting the “Source Record.” You can select multiple fields.
This parameter accepts the following field types:
Records with the same values in the fields specified here are grouped together as one block and registered as a single record in the “Target App.” Conversely, records with different values of the Key Field will belong to different groups and will be registered as different records in the “Target App.”
If multiple fields are specified in the Key Field, those with matching values in all specified fields will belong to the same group.
If you specify a field that allows multiple selections, such as checkboxes or user selections, the order is ignored, and it is considered the same as long as all selected items match.
Specify this field to further group records grouped by the “Key Field”. This parameter is optional. You can select multiple fields.
This parameter accepts the following field types:
Records within each group separated by the “sorting key” are mapped to the table rows of the “registration destination application.” At this time, if a “key to further aggregate the table” is specified, rows with the same value for this key will be aggregated into one row and registered in the table.
If you specify a field that allows multiple selections, such as checkboxes or user selections, the order is ignored, and it is considered the same as long as all selected items match.
Select the app to register the sorted records.
Define the mapping between sorted records and destination records.
In this mapping,
= Field code
refers to the field in “Source Record.”
The fields specified in “Key Field” can be referenced as usual, but other fields will contain values from multiple records. Therefore, it is necessary to use aggregation functions such as max and min, or to take the first record as a representative value, such as “= Text[0]”.
In this mapping, aggregation on the “Key Field to Further Aggregate Tables” has not yet been performed, so when referencing fields contained in the “Key Field to Further Aggregate Tables”, it will include values from multiple records.
Select the table where the records grouped by sorting will be registered.
Define the mapping to set the data of the table.
In this mapping,
= Field code
refers to the field in “Source Record.”
The fields specified in “Key Field” and “Key Field to Further Aggregate Tables” can be referenced as usual, but other fields will contain values from multiple records. Therefore, it is necessary to use aggregation functions such as max and min, or to take the first record as a representative value, such as “= Text[0]”.
If the Target App is set to send Webhook notifications under the condition of “Add Records,” notifications will be sent when this action is executed.