How to share data between Applications with Cross App Connect – TrackVia

Cross App Connect allows TrackVia users to share data among multiple TrackVia applications. For example, an account with multiple applications may have a table in each app called "Employees." Rather than maintaining two separate yet duplicate tables, a single table can be created and shared between the two applications. The cross app connect feature eliminates the need to duplicate data entry and resource creation (the table itself, views, forms, filters).

More specifically, the cross app connect feature allows a table, as well as its corresponding data and resources (views, forms, and filters), to appear in more than one application. It's important to note that the cross app connect feature does not copy the table. It simply allows users from both applications to access it. This means that a change made to the table or to resources in one app will also appear in the other app(s).

Connecting Applications via Cross App Connect is easy, but users must have Super Admin status to do so. Once the table is connected to an additional application, role permissions will need to be configured to give the users of that application the access they need.

Here’s an example of how to join Applications:

In this example, the Employee Table in the Employees App will be shared with the Jobs App.

First, create the Employee Table in the Employees App.

img1 create employee table.png

Next, create the Jobs table in the Jobs App.

img2 create jobs table.png

The Employees Table now needs to be shared with the Jobs App. This can be done in a couple different ways from the Jobs App.

Option 1: From the Admin Menu, select “Tables” and then “From Another App”

img3 select tables and from another app.png

Option 2: From the Table Relationships editor in the Jobs App, select the "+ Add Table" button and then the “From Another App” option.

img4 table relationships add table from another app.png

Whichever option is selected, the “Cross App Connect: Connect a Table” screen will open.

img5 cross app connect connect a table.png

On this screen, choose the Application (App) which contains the source table (Employees, in this case) and then select the table to be connected.

img6 choose employee table.png

Once the table has been selected, click the “Connect Table” button.

img7 connect table.png

The Table Relationships editor of the Jobs App now shows two Tables. Note that the Employee Table has an icon to indicate it is shared across Applications.

img8 jobs table relationship editor showing connected employee table.png

A relationship can now be made between these two tables. Because one employee may be associated with many jobs, the Employee Table would be the parent and the Jobs table would be the child.

img9 create relationship between tables.png

Records in the Employee Table now are available for selection when adding records to the Jobs table.

img10 employee records available when creating job record.png

In the Jobs App, it is also possible to create forms and views for the Employee Table.

img11 new view for employee table in jobs app.png

img12 new form for employee table in jobs app.png

These Forms and Views are also now available in the Employees App.

img13 views and forms created on employee table in jobs app available also in employees app.png

Any Filters created on Views of the connected Employee Table are also shared across Apps.

img15 view filter available in jobs app.png

Disconnecting Tables

If a table is connected to more than one application, it can be disconnected by navigating to the Relationship List View:

img16 disconnect table.png

In order to disconnect a table, you must first remove any relationships it has to other tables in the app. In the example above, the relationship to the jobs table would need to be deleted.

IMPORTANT! Deleting the table from one app will delete the table in both apps.

Pro tip: The cross app connect feature can also be used to move a table from one application to another. Simply connect the table to a second app, then disconnect it from the first.

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