Requirements
- The triggering document needs to send data to the target document, e.g. to create a new row in that document with incoming data.
- The action in the other doc should be relatively immediate, so using a cross-doc table to trigger something in the other doc is too slow.
- Ideally very straightforward, using standard formulas and actions.
In the past what I’ve done is:
- Create a form in the target document to trigger the action in.
- Create a button in the triggering document and then open a window to the target document’s form, feeding input data into the form’s URL parameters.
Example formula:
OpenWindow(
format(
"https://coda.io/form/formName?param1={1}",
thisRow.RowId,
)
)
Are there better alternatives today? Perhaps by using the new document embeds?
Thank you!