Bridge: Update a Contact Column Dropdown List?

MCorbin
MCorbin Overachievers Alumni

Has anyone successfully used Bridge to update the dropdown values in a Contact List Column?

I'm trying to modify a workflow that updates a Dropdown column - and it seems like it should work, but I keep getting this error (or something similar):

I've tried formatting the source column as a Contact Column, a Text Column (with entries being email addresses) and a Contact Column with entries being email addresses. Still getting the same error.

Here's my (otherwise simple) workflow. HELP! :-D

(This is something that would save me about a million hours if I could get it to work... (Or more accurately, would actually get my contact column updates done instead of them all being out of date if I could get it to work))


Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hey @MCorbin

    Great question! Contact Dropdown Lists work a little differently to regular text dropdowns. If you look at the Update Column module for the Contact column, you'll see this message next to "values":

    This requires the values to be formatted as pairs, with {"name": "name", "email": "email"}

    But the array that's brought through from Get Sheet has separate displayValue (name) and Value (email). This means that way that the values are coming in from the array will be different than what's needed to input into the Update Column module, and we can't directly input them in from the Get Sheet module to Update Column.

    Additional Module: JavaScript Module

    You can build out the object with a JavaScript module (see: JavaScript module reference) to get it in the correct formatting. Here are a couple of screen captures to show an example of how to do this:

    Grab the Rows Array from your Get Sheet instruction:

    Then you can use this in your JavaScript module as "rowData":


    This then iterates through the row to check if the Contact cell is blank or not (called "Portfolio Manager" in my sheet:)

    You can see how this script then changes the data to be in the correct format, with "name" : name and "Email": email. It also filters through and only gets a single object when there are duplicate contacts in the cells of that column.

    This means you can take the results array from the JS module in the Run Log:

    And use that as the reference in your Update Column module:

    Let me know if that works for you!

    Cheers,

    Genevieve

  • MCorbin
    MCorbin Overachievers Alumni

    @Genevieve P. - you are the best! I'll definitely be playing with this.

    Our trainer gave us an overview of the JavaScript function today, but we'll be going through in more detail in the next session. So this is perfect timing.


    THANK YOU!!

  • Genevieve P.
    Genevieve P. Employee Admin

    Awesome!! Great timing! 🙂

  • MCorbin
    MCorbin Overachievers Alumni

    @Genevieve P. - I'm getting an error:

    • it did tell me I needed a JavaScript account when I selected the Javascript integration, but then it never asked me for an account (which I don't have) - so could that be the issue?

    I modified your script slightly for my column name:



  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @MCorbin

    This error has to do with how your Javascript is written. Syntax, including capitalizations, is important when writing script.

    For example, you have

    Let result=[];

    instead of:

    let result = [];


    I'm not equipped to debug or review JavaScript scripts, however from what I can see I would say that the If should be if and the Return result should be return result.


    Try adjusting those capitals to be lower case:

    let result = [];
    rowData.map(row => {
    
     if (row.cells['Team Member'].value && !JSON.stringify(result).includes(row.cells['Team Member'].value)) {
      result.push({
       "name": row.cells['Team Member'].displayValue,
       "email": row.cells['Team Member'].value
       });
      };
     });
    
    return result;
    

    Cheers!

    Genevieve

  • MCorbin
    MCorbin Overachievers Alumni

    Very cool - I'll try that.....

    (and then I'll bribe one of my programmers to review it with me if I still have trouble. Thank goodness she likes sushi!) 😁

  • Neil Watson
    Neil Watson ✭✭✭✭✭✭

    @Genevieve P. Thanks very much for this post. As a non JS programmer, a huge amount of time and frustration was avoided! I was able to use ChatGPT to explain what each element of the code does (which only further illustrated my ignorance!).

  • Genevieve P.
    Genevieve P. Employee Admin

    I'm glad I could help, @Neil Watson!

  • Neil Watson
    Neil Watson ✭✭✭✭✭✭

    @Genevieve P. from time to time there are errors in the source data sheets which is causing the JS to fail. The error message is "failed to execute extension module : Invalid email"

    Is there a way to ignore any errors?

  • Genevieve P.
    Genevieve P. Employee Admin

    Hey @Neil Watson

    What are the errors in the source data? Can we prevent those errors from getting to the JS Module or the Bridge workflow all together?

  • Neil Watson
    Neil Watson ✭✭✭✭✭✭

    Hi @Genevieve P.

    I reviewed the source column and found a record with no email address, which was causing the error. I removed the offending culprit.

  • There is a method to accomplish this in Bridge without the Javascript module. Here is how I achieved it.

    1. I have a sheet with a Contact List column in it that has all the contacts I want in both list of available contacts in the column properties and also listed again as rows in the column.
    2. I trigger the Bridge workflow when a value is changed in this column. So to manage the list, I add a contact in the column properties and then add them as a new row, then save.
    3. Get Sheet - I filtered the Columns to just the column with the Contact List I was to extract.
    4. Array Management: Sort Object Array - I am grabbing the array from the data reference in the Get Sheet step at sheet > columns > 0 > contactOptions and then set the Sort Field as "name"
    5. Update Column - I set the Type as Contact List and the Values I set as the data reference from "results" array in the Sort Object Array step. Using the output of the sort step does not work.

    I hope this helps others!