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Sync States (Summary View)


BTN Edit Settings
Display Chip
Description
Sync Rules (Generated from Sync State settings)
Search Person (chip) col
Response col
Editable cols are blank
Editable cols match Search Person (chip) properties
Most recent DateTime column
BTN Toggle DT explainer auto-close
CHK Preface Button/Status with Refresh button
Settings
Create Person
Creates a new Person in Affinity using the supplied First Name, Last Name, Email and Company. This action will fail if the supplied email address is already associated with an existing Person in Affinity. The new person's Affinity ID is returned into the row's Response Column.
Affinity Search Person col (chip) is
Blank
Affinity Response col (create/update) is
Blank
Editable Cols (First, Last, Email, etc) are
Not Blank
Most recent DateTime col is
Info Cols
How do the DateTime columns work?
Settings
Push Update
Updates an existing Person in Affinity using the updated values from the row's Editable Columns.
Affinity Search Person col (chip) is
Not Blank
Affinity Response col (create/update) is
Blank
Editable Cols (First, Last, Email, etc) are
Not Blank
Editable Cols don't match Affinity Search Person col (chip) properties
Most recent DateTime col is
Info Cols
How do the DateTime columns work?
Settings
Fetch Person
Updates the the row's Editable Columns with fresh content from the Search Person chip.
Affinity Search Person col (chip) is
Not Blank
Affinity Response col (create/update) is
Blank
Editable Cols don't match Affinity Search Person col (chip) properties
How do the DateTime columns work?
Settings
🔄 Sync
After a create or update action completes, the Affinity Pack returns the Affinity ID of the affected Person into the row's Response Column. This button moves that Affinity ID into the row's Search Person column.
Affinity Response col (create/update) is
Not Blank
How do the DateTime columns work?
Settings
Blank Row
Row is blank (no person selected, other columns are still blank)
Affinity Search Person col (chip) is
Blank
Affinity Response col (create/update) is
Blank
Editable Cols (First, Last, Email, etc) are
Blank
How do the DateTime columns work?
Settings
Up To Date
Row is in sync with Affinity entity
Affinity Search Person col (chip) is
Not Blank
Affinity Response col (create/update) is
Blank
Editable Cols (First, Last, Email, etc) are
Not Blank
Editable Cols are identical to Affinity Search Person col (chip) properties
How do the DateTime columns work?
Settings
Unsynchronized
For the Deal Flow and Port Co tables, this sync state is displayed when the AFFINITY CHIP is out of sync with the CACHE COLUMNS. Clicking it refreshes the row’s cache columns.
Affinity Search Person col (chip) is
Not Blank
Affinity Response col (create/update) is
Blank
Editable Cols (First, Last, Email, etc) are
Not Blank
Editable Cols don't match Affinity Search Person col (chip) properties
Most recent DateTime col is
Affinity Chip
How do the DateTime columns work?
There are no rows in this table
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