Automatically set linked status field when uploading new documents

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1

I have a Documents collection that has a Status property that links to a Statuses collection.
The Statuses collection have two properties called Uploaded and Processed.
When a user uploads a document, it creates a new entry in the Documents collection.
I would like to set the Status to “Uploaded” when a document initially gets uploaded.
The form doesn’t allow me to add this automatic value - it only lets me select Empty, or let me flow through from the Logged In User collection.
Note that this is not a text field but a linked field.
Documents - Statuses is set up as M:1 so one Document can have 1 Status and 1 Status can obviously have many Documents.
Is this possible?

2

Hi Nieldv,

I am trying to understand why you need a Statuses collection? Why don’t you just add 2 true/false fields with each document?

Thanks
Craig

3

Hi Craig, thanks for the response.
Reason is that I would like to have the option of adding more statuses as we go along, like error statuses, etc. I guess I could add columns with true/false for each status, but having a Statuses collection is a lot cleaner.

4

Hi @nieldv,
Does the document collection necessarily has to have a relationship even if just to add more options?

You could add “Status” in “DOcument” as a Text field and then use the Dropdown field to select different Statuses and leaving the default in the form as “Uploaded”

Below is the dropdown separated (For Backoffice management)

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Whenever you add values to Statuses, the dropdown will still show all of them.

1 Like
5

You could just add a text field (status) to the record and set an action to rename it to whatever you like, does that make sense? Having a status table is possible but seems a little overkill.