Hi All,
I’m working on a scheduling app that providers can use to schedule appointments with customers. I’m trying to add a workflow so that when a provider completes the appointment setup for a new patient and clicks “book appointment” certain details are added to the customer’s user fields.
For example, every customer user’s data includes a list field for “provider’s email” so that I can link providers back to their customers. When a customer books an appointment with a provider for the first time, I need to add that provider’s email to the specific field in the customer user’s data.
There are a a few other elements I need to add to the customer user as well.
I’m getting confused because I thought I’d be able to do “do a search for” with constraints and then list the fields to change, but it won’t let me. It is making me choose “first item”, “random item,” “last item”, etc.
Can anyone help me understand how to change this and what these first/ last / random item selections mean?
I’d like to add to several pieces of info into the customer user data at once. For example, I was trying to update these fields BUT NOT for the current user (which is the provider) - I need to change these fields in the CUSTOMER user, also a USER data type that just has a yes/no field that identifies it.:
I wish I could have explained more succinctly but I’m really struggling, thanks for any help anyone can offer!!
Jamie