IMPORTANT: When you add a new record using your action buttons you will need to sync back your table to see the changes straight away.
Due to limitations with Coda there is currently no way to trigger a synced table to re-sync without doing it manually.
This is rather frustrating as it requires a manual sync every-time you “Create” a new record within a Pack or our case Wordpress data.
Codas options are:
Manually - If you want to see your data straight away and check it’s been created properly then a manual sync is required. Daily - Data is synced & updated daily. Hourly - Data is synced & updated hourly.
Hopefully Coda will bring out a trigger action soon but till that day it will be up to yourself how you decide to sync your data.
A buffer table is a table we have chosen to build that maps to our synced tables.
While developing Packs & creating template docs there are many times when we will update and change our tables due to improvements, bug fixes, renaming, feedback and the likes. One problem we face is that when a RAW table is deleted all corresponding views and dependant tables, buttons and formulas are also deleted or broken. This can be extremely annoying especially if we have build complicated dependant tables with multiple formulas.
Although a bit more work in the short term (and probably not needed for most simple docs) we create an intermediate table called a “Buffer” table and a simple “Re-sync” solution.
These tables need not ever be deleted. And syncs directly with our Pack tables. Should we ever accidentally delete, or have to due to major updates, our Pack Synced tables. We can simply “Re-sync” our buffer tables to match our new updated tables.
NOTE: If we used the Pack tables on this doc to build our Managers and Button examples and we needed to deleted or reconnect a different account then every table, button and formula would break.
Try it by deleting one of our sync tables. You will notice the connection between the button is broken. However all other tables in the doc still work. Now when you add the table back. The button will reconnect and you can re-sync again.
Since we do not have the ability to trigger the re-syncs it also means we do not have the ability to “trigger” the Pack Table to Buffer table Sync.
To solve all these problems while continuing to make the doc intuitive and easy to manage we have created a button that does the job for us.
The actions our buttons before are:
1. Check Pack table for any new entries. 2.Update Buffer table with new entries. 3. Map Management table rows.
The Workflow Process.
Immediate Manual Syncing: After creating the new entry. Manually Re-sync the Pack table. Then Push the “Re-Sync” button. Full Automation: If hourly or daily syncing then set up an automation to also push the “Re-Sync” buttons hourly or daily. Update - No further action required. Delete - No further action required.
If we set up our table sync to Full Automation Hourly for example we may also set up a Coda automation to auto-sync all our Buffer tables and manager tables.
IMPORTANT: If auto-syncing remember that any drafts will be deleted. We will try address this later so they do not get deleted.
Below is a guide to walk through how it works. We will use the Tag table as an example.
Step 1 - Create a new tag below.
You will notice after pushing the Create Tag button WP Re-Sync Required shows in the status. We have also un-hidden the “Table Match ID” column so you can see that it is missing. This is because the entry we have made has not been mapped back to the Pack table yet.
Step 2. Go to the Pack Table and push the manual re-sync icon. Navigate to the table (or at bottom of this page). and Re-sync. After you do this notice the entry is now showing within the Pack table.
Step 3 - Push the Re-Sync button.
Push this button, when you check the Buffer table and the table below you will now see it is In Sync. You will also notice the Table Match Id column has an entry now. Video guide: