Using Subform Data to Create Form Data

Introduction

Functions

This function utilizes Automations to automatically fill in fields in a form by manually entering data into subform fields in another form. Any edits or additions made to data in the subform will be automatically retrieved and added to the corresponding fields of the forms.

Application Scenarios

Setting Procedure

In this example, we will be exploring the task management scenario.

Configuring a Form

(1) Create a form Basics, and add a SubForm field Details to the form.

(2) Create a workflow form and name it Reminder. Then add fields that match the fields in the subform Details.

(3) You can set Approver and field permissions of View and Edit in Workflow. For details, see Configuring a Workflow.

Setting Automations

(1) Configure trigger

Go to the Extension page and click Automations > New Automation. Then rename the pop-up page, click Create Record, select Basics in the dropdown menu of Triggering Form, and click Complete.

(2) Configure triggered actions

Click Create Record under Do the following. Set Reminder as Target Form and link all fields in this form to corresponding fields in the subform of Basics. Finally, click Complete to finish the setup process.

Demonstration

Select the form you just set up, submit two records and Automations will be triggered to automatically add the information to the form Reminder and initiate the workflow.

Notes