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".