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. Cross-App Connect eliminates the need to duplicate data entry and resource creation (the table itself, views, forms, and filters).
Before You Start
- Super Admin status is required to connect a table to another application.
- Cross-App Connect shares — it does not copy. The connected table appears in more than one application, but it is a single table. A change made to the table, its data, or its resources (views, forms, filters) in one app will appear in every connected app.
- Role permissions must be configured after connecting. Once the table is connected to an additional application, configure role permissions to give that application's users the access they need.
Warning: Deleting a connected table from one app deletes the table — and all of its data — from every app it is connected to. If you only want to remove the table from a single app, disconnect it instead (see "Disconnecting Tables" below).
Example: Sharing an Employee Table Between Two Apps
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.
Next, create the Jobs table in the Jobs App.
The Employees Table now needs to be shared with the Jobs App. This can be done in a couple of different ways from the Jobs App:
Option 1: From the Admin Menu, select "Tables" and then "From Another App."
Option 2: From the Table Relationships editor in the Jobs App, select the "+ Add Table" button and then the "From Another App" option.
Whichever option is selected, the "Cross App Connect: Connect a Table" screen will open.
On this screen, choose the Application which contains the source table (Employees, in this case) and then select the table to be connected.
Once the table has been selected, click the "Connect Table" button.
The Table Relationships editor of the Jobs App now shows two tables. Note that the Employee Table has an icon indicating it is shared across applications.
Working with a Connected Table
A relationship can now be made between the 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.
Records in the Employee Table are now available for selection when adding records to the Jobs table.
In the Jobs App, it is also possible to create forms and views for the Employee Table.
These forms and views are also available in the Employees App — remember, it's one shared table.
Any filters created on views of the connected Employee Table are likewise shared across apps.
Disconnecting Tables
If a table is connected to more than one application, it can be disconnected by navigating to the Relationship List View.
To disconnect a table, you must first remove any relationships it has to other tables in that app. In the example above, the relationship to the Jobs table would need to be deleted before the Employee Table could be disconnected from the Jobs App.
Pro tip: Cross-App Connect can also be used to move a table from one application to another. Simply connect the table to the second app, then disconnect it from the first.
Limitations and Interactions to Be Aware Of
- Disconnecting requires removing the table's relationships in that app first (see above).
- Connected tables interact with sandbox and promotion workflows. If your account uses sandboxes, review Microservices and Sandbox Accounts and Creating a Promotable Sandbox before restructuring connected tables.
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