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Hi, we have several points in our application where we want to trigger a refresh, which likely have to be done in different ways.

We have a table where an insert causes an update in another table. Both these tables are shown in the same screen type. How can we trigger a refresh of the parent table when doing an insert in the child table? I know that in React this is done with state, which triggers a reload of the gui, then showing the changed data again. Can we do something similar?

We also have a document upload functionality that is custom built. We use the indicium universal api for this. Here we have to trigger a refresh programmatically I think?

You can adjust refresh settings under subjects → settings →  performance:
 

Setting it to document will refresh the entire screen.
If something changes on a different table (by another user / process) you can refresh the screen using the auto refresh functionality:
https://docs.thinkwisesoftware.com/docs/sf/subjects_settings#auto-refresh 

Hi,

Thank you this worked for our standard functionality.

The custom upload screen we've built using this guide does not work with this however. We still have to manually press the refresh button for it to reflect the uploads we have made. What can we do about this?

We currently use the auto refresh functionality for that but you could also start a process flow to refresh your screen: 

 

Hi,

Thank you this worked for our standard functionality.

The custom upload screen we've built using this guide does not work with this however. We still have to manually press the refresh button for it to reflect the uploads we have made. What can we do about this?

auto refresh with change detection to only have a refresh when actually something changed. 

https://docs.thinkwisesoftware.com/docs/sf/business_logic#change-detection

We currently use the auto refresh functionality for that but you could also start a process flow to refresh your screen: 

 

Using the process flow seems like a perfect solution for us. Thank you!

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