Using Subform Data to Update or Create Subform Data

Introduction

Functions

When you update the subfield in a SubForm, you can update or create data in another form's SubForm by triggering Automations:

Application Scenarios

In refund management, there is an order form and a refund follow-up form. After approving the order form, a record in the refund follow-up form will be created by Automations automatically. If the data in the order form is updated or created, the refund follow-up form will be automatically updated by Automations.

Preview

1. If you add one record whose order number is JDY–0002 in Order Form, one record will be created synchronously in Refund Follow–up Form:

If the form data does not meet the conditions, no matter whether the subform meets, one record will be created in the triggered form.

2. If you update the data of JDY–0001 in the Order Form, the data will be updated synchronously in the Refund Follow-up Form:

If the form and the subform both meet the conditions, the data will be updated in the corresponding rows of the subform in the triggered form.

3. If you create one record in JDY-0001 in the order form, one new record will be created simultaneously in the subform of the Refund Follow-up Form:

If the Order Form satisfies the condition while the subform does not, a subrecord will be created in the corresponding subform of the triggered form.

Setting Procedure

Take the refund project management as an example.

Creating a Form

1. You can create a workflow form which is titled Order Form, and create a subform which is titled Order Detail.

2. The workflow can be set in Workflow, including the approver of each node and Field Permissions. For details, see Configuring a Workflow.

3. You also need to create a form which is titled as Refund Follow-up Form and add a SubForm which is titled as Refund Detail.

Setting Automations

1. Selecting a trigger

Create a Automation and name it.

Since Order Form is a workflow form, Automations will be triggered only when Approval Result is chosen as Approve. You can select Update Record in Configure Trigger, choose Order Form in Triggering Form, set Approval Result equals Approve in Add Condition. After all settings are complete, click Complete.

2. Selecting a triggered action

When an order is created in Order Form, a refund follow-up record will be automatically added in Refund Follow-up Form according to Order Number.

When a subform is updated in Order Form, a subform record will be updated in Refund Follow-up Form according to Order Number.

So you can choose Refund Follow-up Form in Triggering Form.

You can add conditions to determine which record will be updated or created.

You need to set Form equals Form and SubForm equals SubForm in Add Condition at the same time.

Note: For special circumstances, see Special Circumstances.

Change the records in Refund Follow-up Form to the relevant record of Order Detail in Order Form.

Notes