Using Form Data to Update Subform Data

Introduction

Functions

Update data of fields in a form, and you can update subform data in another form by setting automations.

Application Scenarios

In store service management, there is a Training Record form and a Basic Information form, where the former form records the training information of each store and the latter form summarizes the training information of stores. After adding a new record in the Training Record form, training time of training details will be updated automatically in the Basic Information form by triggering automations.

Preview

When submitting training information in the Training Record form, training time for the corresponding stores in the Basic Information form will be updated simultaneously by automations.

Setting Procedure

Example: store service management

Creating a Form

Note:

In the subform, the Store Name field type is Single Select, the Trainer field type is Member, and the Training Time field type is Date&Time.

2. Import data to fields in the Basic Information form:

3. Create a Training Record form and set fields:

Setting Automations

1. Selecting a trigger

Click Automations > New Automations, and rename the automation.

Go to Configure Trigger, click Create Record, select the Training Record form as Triggering Form, and click Complete.

2. Selecting a triggered action

To update the training time in the Training Details subform, click Update Record and select the Basic Information form as Target Form.

Demonstration

For the demonstration of using parent form data to update subform data, see the section “Preview”.