With Caldera Form 1 user enters the following data that goes to database 1 (db1)
First name Last name emailadress Company id
With Caldera Form 2 user enters following data that goes to datebase 2 (db2)
Company name Company address Company id
When I trigger from Caldera Form 1 a new workflow I would like to lookup the company id from form 1 in db2 and if it exists lead to confirmation mail or else lead to update request mail. I have the forms and the databases and the workflow but donßt understand how to lookup a value. Any ideas?
Hi! In your case, you need to create and use shared storage for db2. This enables you to retrieve records from that storage in any other workflow. Shared storage is created manually by clicking the “Create shared storage” button on the Storage admin page.
There is an action “Lookup record”.
- To piggyback off of this a bit.. Can the shared storage be accessed by Jetflow IF installed on a different WP install / diff server? I can already figure out a way to do it in a really round about way to do it with trigger + webhook. But wondering if this is possible already somehow.
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