Cross-doc actions and solution structure help needed

Hey @Thomas_Robbs2,

  1. Regarding setting a reference vs string, here’s what worked for me:
    image
    — sending an actual Row object for the Thing in your case.
    But if you can change your workflow where you can send a row ID / some other identifier instead, and do the lookup back to the Thing on the backend side, I think that would be more reliable than this undocumented behavior. It’s quite possible that this action isn’t even sending the Row object but converting it to text using some display value, then resolving that display value to an object on target table.

  2. Yes, this is the right approach, although I’d say Coda isn’t really there yet to make it enjoyable.

Here’s a (better) guide to cross-doc actions: