How do I link a state to an earlier state in Bridge?

Jonathan Gann
Jonathan Gann ✭✭✭
edited 04/14/23 in Add Ons and Integrations

I'm trying to make a conditional workflow that will remove duplicate transactions from a ledger log if detected, and add in an updated entry from a source document. I know there is a way to do this, and I even know how to sever connections between Bridge states, but I cannot find any documentation describing how to create the link in the first place.

In this example, I want to run the "DeleteDupes" workflow to remove the duplicates, and then add the corrected item back in using the NewUnitTransaction section of the workflow. How do I draw the line from the DeleteDupes child workflow to connect it to the NewUnitTransaction state?

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Best Answer

  • Genevieve P.
    Genevieve P. Employee
    edited 04/21/23 Answer ✓

    Hi @Jonathan Gann

    Instead of running it all in this workflow, what if you added the "Add Row" module to your child workflow, where the dupes are being deleted?

    You can merge branches of workflows (see: Tips for working in the designer)

    1. Select the state or modules below that you want to merge with.
    2. Hold down the ALT button (option on Mac).
    3. Select the state or module you want to merge from. 


      However in this case I would add the "Add Row" module to the child workflow instead.

      Cheers,

      Genevieve

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Answers

  • Genevieve P.
    Genevieve P. Employee
    edited 04/21/23 Answer ✓

    Hi @Jonathan Gann

    Instead of running it all in this workflow, what if you added the "Add Row" module to your child workflow, where the dupes are being deleted?

    You can merge branches of workflows (see: Tips for working in the designer)

    1. Select the state or modules below that you want to merge with.
    2. Hold down the ALT button (option on Mac).
    3. Select the state or module you want to merge from. 


      However in this case I would add the "Add Row" module to the child workflow instead.

      Cheers,

      Genevieve

    Join us at Smartsheet ENGAGE 2024 🎉
    October 8 - 10, Seattle, WA | Register now

  • Jonathan Gann
    Jonathan Gann ✭✭✭
    edited 04/21/23

    @Genevieve P. The child workflow works on an array of rows to prune duplicates. Adding the Add Row module to the child would simply add in additional duplicates to replace them.

    The merge works, though, thank you!