Using Subform Data to Update or Create Form Data

Introduction

Functions

Using subform data to update or create form data means adding or updating data in subfields of one form, triggering an automation to update or add the form data in another form.

Application Scenarios

In production management, all basic product information is recorded in a Product Management form and the details of each product are recorded in a Production Record form. After a batch of products is produced, data is entered in the Production Record form and directly synchronized in the Product Management form through an automation, to automatically update and add product information.

Preview

1. Two electronic products have been entered in the Product Management form:

2. Enter the information of products produced this time in the Production Record form:

  • The iPad Pro is an existing product and its manufacturer has changed for this production.
  • The iPad 2023 is a new product and this is the first time it has been produced.

3. Trigger an automation to update or create record in the Product Management form:

  • Update the manufacturer of ipad Pro.
  • Create iPad 2023.

Setting Procedure

Creating a Form

1. Create a form named Product Management and add the following fields:

Field Name

Field Type

Product Type

Single Select

Product Name

Single Line

Style

Single Line

Current Manufacturer

Single Select

2. Create a form named Production Record and add the following fields:

Field Name

Field Type

Production Number

Serial No.

Production Date

Date&Time

Production Details

Subform

Product Type

Subform-Single Select

Product Name

Subform-Single Select

Style

Sub form - Single Line

Production Quantity

Subform-Number

Manufacturer

Subform-Single Select

Total Production

Number

Storage Warehouse

Single Select

Setting an Automation

Add an automation named Production Synchronization. When a batch of products is produced, you can query the information in the Product Management form through Automations. If the same product has been already produced before, the manufacturer is updated simultaneously. If the same product has not been produced before, the product is added to the Product Management form.

1. Configure a trigger in the automation:

  • Trigger: Create Record
  • Triggering form: the Production Record form

2. Configure a triggered action in the automation:

  • Triggered action: Update or create data
  • Target form: the Product Management form
  • Filter Condition:
    • The Product Type field in the triggered form equals the field value of the Product type field in the triggering form.
    • The Product name field in the triggered form equals the field value of the Product name field in the triggering form.
    • The Style field in the triggered form equals the field value of the Style field in the triggering form.
  • Field updating assignment: the Current manufacturer field in the triggered form is set to the Manufacturer field in the triggering form.
  • Field creating assignment:
    • The Product type field in the triggered form is set to the field value of the Product type field in the triggering form.
    • The Product name field in the triggered form is set to the field value of the Product name field in the triggering form.
    • The Style in the triggered form is set to the field value of the Style field in the triggering form.
    • The Current manufacturer field in the triggered form is set to the field value of the Manufacturer field in the triggering form.

Demonstration

See the section "Preview".

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