Using Subform Data to Update Form Data

Introduction

Functions

Any additions or modifications made to the subform fields within a form will trigger automations to automatically adjust to the corresponding fields in the main form.

Application Scenarios

Setting Procedure

The following guide is based on a vehicle application scenario.

Creating a Form

(1) First, create a form Car Stock in which you can set fields for the vehicle information and applicant details.

(2) Add some records of vehicles.

(3) Create a workflow form Vehicle Application, and add a subform Vehicle Application Details in it.

(4) The workflow of the form can be set on Workflow. For details, see Configuring a Workflow.

Setting Automation

(1) Selecting a trigger

Create an automation and give it an appropriate name. To trigger the automation, select Update Record under Trigger by record event. Note that since the Vehicle Application is a workflow form, the automation can only be triggered when the workflow has been checked. Choose Vehicle Application as the triggering form, set the condition to Review equals Approve, and then click Complete.

(2) Selecting a triggered action

Select Update Existing Data and set the target form as Car Stock. To accurately identify the data to be edited, add some conditions as shown in the figure below. Under Add Fields, specify the data that needs to be edited or added. For example, you can set the Applicant field to Vehicle Details.Applicant and the Status field to Vehicle Application Details.Status in this case.

Demonstration

(1) Enter two pieces of data in the subform of Vehicle Application and submit.

(2) Approver approves the workflow.

(3) Once the application has been approved, the automation is triggered to add and edit the specified data. For instance, in this case, the applicant is added and the status is updated from In Stock to Rent.