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Managing Flow Actions for Charts

Problem:

I have created an App for dunning on overdue invoices. Each week I upload an excel spreadsheet and multiple flows create the new invoice items or update the status based on the outstanding amount. I also have 2 charts set up which count Days Aging and Amount Outstanding. The problem I ran into was that each week, I was exceeding my hourly limit every time I would do an import.

Solution:

With a 250 action limit per hour and less than 100 invoices added and updated each week, I had to look into why my flow usage was so high. What I found was that each time an item was updated, it triggered the chart to update. Updating an item with 3 fields would update the chart 3 times even if there was no visible change in data.

Flow:

To solve this problem, the chart must be deactivated before the upload. Once the Podio import is complete, the chart can be reactivated. You may need to go into the chart flow and re-save for the changes to take effect.


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