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Podio Hack - Pre-populating Web Forms with Related Field Data
In this episode, Nick Baldo delves into advanced Podio techniques, including the creation of appointments and hyperlinked web forms within a deal on Podio. He discusses the pros and cons of these methods, how to use Globy flow for populating item IDs, and the utility of markdown tables in Podio. The episode winds down with an overview of the upcoming Podio crash course for businesses.
End to End Podio Training: https://www.incomedigs.com/pcc
Check out our Podio Templates: https://www.incomedigs.com/get-podio-...
Enroll in Real Estate Accounting Bootcamp: http://bit.ly/reabcourse
Download our guide: https://www.incomedigs.com/qbosetupguide
As Podio users, we're constantly struggling to navigate and deal with sometimes difficult user experience. There is so much automation...but this automation often requires extra fields and back end error checking/ data validation. This really cool hack helps to resolve these issues by pre-populating Podio's native web forms. You get the best of both worlds: The attractive, simple interface of a web form + an intelligently pre-populated form based on related fields. Enjoy!
Sample Calculation:
@Deal Unique ID (Hidden)
"[CREATE APPT](https://podio.com/webforms/24610797/1...[link-to-sales-pipeline-2]="+@Item ID+")"
(0:00) Introduction to advanced Podio technique
(1:33) Using glowy flow to create an appointment in Podio
(3:37) Checking the appointment creation and discussing downsides
(5:25) Creating a hyperlinked web form within the deal on Podio
(7:51) Populating the item ID with Globy flow and updating the URL
(11:49) Prepopulating the deal from the item ID in the web form
(13:59) Redirecting to the deals app after completing the web form
(14:36) Discussing the use of markdown tables in Podio
(15:10) Closing remarks and promotion of the Podio crash course
(15:29) Building out the Podio course for Business
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By Nick BaldoIn this episode, Nick Baldo delves into advanced Podio techniques, including the creation of appointments and hyperlinked web forms within a deal on Podio. He discusses the pros and cons of these methods, how to use Globy flow for populating item IDs, and the utility of markdown tables in Podio. The episode winds down with an overview of the upcoming Podio crash course for businesses.
End to End Podio Training: https://www.incomedigs.com/pcc
Check out our Podio Templates: https://www.incomedigs.com/get-podio-...
Enroll in Real Estate Accounting Bootcamp: http://bit.ly/reabcourse
Download our guide: https://www.incomedigs.com/qbosetupguide
As Podio users, we're constantly struggling to navigate and deal with sometimes difficult user experience. There is so much automation...but this automation often requires extra fields and back end error checking/ data validation. This really cool hack helps to resolve these issues by pre-populating Podio's native web forms. You get the best of both worlds: The attractive, simple interface of a web form + an intelligently pre-populated form based on related fields. Enjoy!
Sample Calculation:
@Deal Unique ID (Hidden)
"[CREATE APPT](https://podio.com/webforms/24610797/1...[link-to-sales-pipeline-2]="+@Item ID+")"
(0:00) Introduction to advanced Podio technique
(1:33) Using glowy flow to create an appointment in Podio
(3:37) Checking the appointment creation and discussing downsides
(5:25) Creating a hyperlinked web form within the deal on Podio
(7:51) Populating the item ID with Globy flow and updating the URL
(11:49) Prepopulating the deal from the item ID in the web form
(13:59) Redirecting to the deals app after completing the web form
(14:36) Discussing the use of markdown tables in Podio
(15:10) Closing remarks and promotion of the Podio crash course
(15:29) Building out the Podio course for Business