Data Synchronization

Introduction

Functions

Output tables calculated by a data factory can be synced with its calculated data to forms. Supported synced ways:

  • Sync up to new form: creating a new form and syncing all the data to the new form.
  • Sync up to existing form: creating a field mapping with an existing form and syncing all the data to the existing form.

Application Scenarios

  • Need to store the output data monthly, for example, monthly payroll and monthly stock balances.
  • Need to generate batch workflows with the output data. For example, you can directly batch initiating workflows and ask members to confirm their salaries calculated by the data factory.
  • Need to batch printing the output data. For example, if personnel information is calculated and integrated into the data factory, you can synchronize the output tables to the form and batch printing forms for archiving.

Setting Procedure

Where to Set

Click Data Factory > Output > Sync output table data into forms.

Sync Rule Settings

Click Settings next to Sync output table data into forms to set specific rules.

a. During the syncing process, all the data of the output table will be added to the form without deleting existing data.

b. Maximum of 20,000 rows and 200 columns of data are allowed when you sync data and maximum of 300 workflows can be triggered.

1. Setting sync forms

The options to sync the output table data include Sync up to New Form and Sync up to Existing Form.

a. Sync up to New Form: create a new form the first time you sync the data, and subsequent data will be synced on this new form, instead of creating a new form for each sync.

b. The data sync rule setting will also be changed from Sync up to New Form to Sync up to Existing Form and the existing form will automatically replace the new form.

  • Sync up to New Form

When you select Sync up to New Form, check the fields you want to sync and click OK.

  • Sync up to Existing Forms

You need to select the form to be synced first. Only forms from this application can be synced (cross-app forms are not supported).

Note: When you sync up to an existing form, you can only select forms that have not been calculated by the data stream. None of the input source forms in the data stream are supported to be synced by the output tables.

Next step, you need to set up the field mapping between the output tables and the synced form fields.

When the field data of the output table is synced, it needs to correspond to a field of the synced form to ensure the accuracy.

2. Setting sync modes

The following two types of synchronization settings are supported:

Sync Mode

Sync Rule

Note

Auto

Automatically synchronize output table data to form data after data streams regularly update.

The data stream needs to be set Scheduled Update in advance and then you can sync the data.

Scheduled

Synchronize output table data to forms at a fixed time.

You can set fixed sync time and sync period and repeat sync by period.

Manual

Click the output table to be synced and click Sync Data.

You need to set Setting Sync Rules first and sync them manually according to the rules.

a. Auto

You need to set Scheduled Update in the Update Rule. Only a successful update will trigger data syncing between output tables and forms.

b. Scheduled update

You need to set Sync Start and Sync Schedule. The sync schedule supports:

  • Daily
  • Weekly
  • Biweekly
  • Monthly
  • Annually
  • Custom Sync Schedule

The scheduled rules can be modified later if you need to modify rules.

Then, you can click OK to save settings.

c. Manual

You can also sync data manually by clicking Sync Data for emergency data sync.

When the sync is complete, you can view in the top right corner of the page whether the sync was successful or not. If the sync succeeds, it will show Data sync completed. If the sync fails, please refer to the Sync Failure Instructions to troubleshoot the problem.

Preview

For the synced form of data factory output tables, it will display Data Streams next to the corresponding form when you view in the app, meaning that the form is a synced form for an output table.

Form data synced by output tables with empty created users.

Notes

1. All data in output tables is synced to the corresponding forms every time.

2. Existing data in the form will not be deleted when you sync data.

3. The workflow form will be automatically triggered after the data is synced and the workflow will automatically flow to the next node.

4. If the next workflow node approver cannot be found, the workflow history shows failed submission, and the workflow is automatically ended.

5. Data synced to the form does not trigger form validation (including required validation, submission validation, duplicate value validation), does not trigger formula, data linkage, default value acquisition, and does not trigger automations.

6. Maximum of 20,000 rows and 200 columns of data at a time and maximum of 300 workflows can be synced simultaneously. The output table will fail to sync after exceeding the limit and no data will be synced.

7. Cases in which the data stream cannot be saved.

  • The synced form of the current data factory output table is not supported as an input source for the current data factory data stream.
  • The input source cannot be looped with synced forms from other output tables, for example, Form A → Output Table A → Form B → Output Table B → Form A.

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