Appending multiple references in a Podio relationship field
I am trying to use looping to add multiple references to a field in Podio that allows for 1:many relations between records. The loop runs without errors, but only the last referenced item is present in the Podio record.
Is there a way to append a reference rather than replacing it?
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Hi @KySalesOps
For us to have more info, post screenshots showing how the Podio field is configured in the Zap step while in EDIT mode so we can see the field type and click on the field label to show a tooltip (if available.)
If the field supports line items, then all the of line items would likely need to be provided at the same time.
The Looping is likely overwriting itself for each loop iteration.
Help link for handling line items in Zaps:
The problem I’m having is that I need a “Find item” step within the loop to lookup the Item ID, then I can put that ID into the field. I’m going from a 1:many field in HubSpot (Company:Contact), to a 1:many field in Podio (Company:Contact).
@KySalesOps
Click the field label to see tooltips with more info that may provide guidance about expected formats and valid values.
It does not look like the Contact field supports line items.
An input field that supports line items would look like this after a variable/value has been set.
Help links for using the Looping app that covers how to only continue after the last loop iteration using a Filter step: https://zapier.com/apps/looping/help
For both approaches below, you will need to add a Delay within the Loop to do sequential loop iterations.
Guide:
One approach is to aggregate the data from each loop iteration before updating the record.
Storage
Digest
Another approach is to first find the record that is being updated in each loop iteration in order to get the current field value, so that you can then append the current loop iteration value during the update of the record.
Example
Loop iteration 1 appends “A” since the field was previously empty
Loop iteration 2 appends “B” to “A” to get “A,B”
Loop iteration 3 appends “C” to “A,B” to get “A,B,C”