Duplicating Workflow for Records in CRM (Supabase)

  • alexsiale_17363-1348435278045384784

    Alex

    5 days ago

    Anyone have a creative way or just an idea of a workflow to allow my users to duplicated records in their CRM to make data entry/creation faster?

    Video for context: https://www.tella.tv/video/streamlining-property-management-with-supabase-1lei
  • chrislaupama-1348438002334175314

    Chris Laupama

    5 days ago

    Let's say you have "123 ABC Street" as a currently entered piece of data.

    I imagine that you already have a "Create new unit" API call or something along those lines.

    I would simply have a duplicate button that upon press will take the data from that current unit and use it in the create new unit API call

    Alternatively, have a "copy" function that will take that units data and pre-fill the create new unit form wiht it.

    Either via local storage or via a variable etc.
  • alexsiale_17363-1348523452276936704

    Alex

    5 days ago

    Awesome! Thank you. I think I just needed someone else to say it out loud. I’ll give it a crack! Might just append “copy” in front of the new versions or maybe find the number and add +1 to the original X amount of times
  • chrislaupama-1348534282985017375

    Chris Laupama

    5 days ago

    Yup you can do that for sure, but as long as the id is different you can let them do most the work, the key is just finding a quick way to obtain the current data from the copied item

Stop scrolling. Start building.

toddle is a visual web app builder that rivals custom code — but accessible to your entire team!

Try toddle — it's free!

© Copyright 2024 toddle. All rights reserved.