Data Filtering Example

Introduction

Case Introduction

In some scenarios where aggregate tables are used, the data in aggregate tables can only be updated after the review of the workflow. Currently, the filter conditions in aggregate tables cannot be set based on certain task nodes. This article will guide you on how to filter data using approval comments.

Application Scenario(s)

For example, in inventory management, a workflow form can be utilized to record inputs and an aggregate table to record real-time inventory information. The aggregate table will only be updated once the workflow has been approved.

Preview

As shown in the picture, apples, bananas, and grapes have received approval and are therefore included in the inventory while watermelons and pears have not been approved and are therefore not listed in the inventory.

Setting Procedure

Configuring a Form

1. First, you need to configure the Fruit Basic Information form to record information such as product specifications.

2. Create a workflow form named Inventory Input, which contains the input details and workflow review information.

3. To set field permissions, go to the Workflow page, click the Start node, and untick the checkboxes under Brief and View for the Input into Inventory field so that the workflow initiator will not be able to view or edit the approval opinion.

4. Create an Inventory Output form which can be used to record outbound details.

Configuring an Aggregate Table

1. Go to App Management > Aggregate Tables > New Aggregate Table. Click Data Source > Multi-form Join, select Inventory Input and Inventory Output as Forms to be joined, and configure fields to be connected.

2. To set filter conditions, click Set Filter and set Input into Inventory equals Yes. In other words, only records that have been approved can be included in the calculations in the aggregate table.

3. Set Row Header and Measure. The formula here is: Details.Quantity - SubForm.Quantity.

4. Set Validations on source form submission: Remaining Inventory >= 0 and customize the Prompt for failed check when the inventory is running low.

Displaying Remaining Inventory

Change the field of Remaining Inventory from Single Line to RelatedQuery and link it to the Aggregate Table Fruit Inventory form. Set Remaining Inventory as the display field and add filter conditions.

Demonstration

After you submit records in the Inventory Output form, the remaining inventory field will be updated automatically in real-time.