Using Subform Records to Update Subform Records

Introduction

Feature Overview

After adding or updating records to the subfields of a form, Automation Pro will automatically update the records in the subfields in another form.

Scenario

Preview

After entering the updated order details to the subform of the Order Updating Form, if the application is submitted and approved, the Automation Pro will be triggered and automatically update the order details in the Order Form.

Building the Form

1. Firstly, create a Order Form, and add a subform as Order Details, the field settings are as follows:

2. Create a workflow form Order Updating Form, and add a subform in the form as the updated order details, the field settings are as follows:

3. You can set the workflow of workflow form at Workflow, including approvers at nodes and Field Permissions. For details, see Configuring a Workflow.

l Field Permissions for Start Nodes are as follows:

l Set Task Nodes' all Field Permissions as View and Edit, and set node approver who can receive workflow task message.

Setting Automation Pro

Creating Automation Pro

After building the form, shift to Extension, create an Automation Pro and set its name, select Form Trigger and select the Trigger Form as Order Updating Form. As shown in the following picture:

Setting Trigger Node

Select the trigger node and set it as follows, allowing Automation Pro to be triggered after the updating application is approved:

Adding Update Record Node

Add an Update Record node after the trigger node, as shown in the following picture:

Setting Updating Record Node

Set Update Record further, the details are as follows:

1. Select updating object

Select the updating object as Record in the form, the target form is Order Form:

2. Filter out the records required to be updated

Add filtering conditions Order Number equals Trigger Data.Order Number, and filter out all the records with the same order number from the Order Form for following updates:

Note:

The filtering conditions mentioned above are just filtering out records that are required to be updated, no updating operation will be executed.

3. Set field value

Update the equipment records filtered out, settings are as follows:

Add the fields to be updated and set their field value: update the related information in the order records to the corresponding information in the trigger data, and it will assign the following subfields with subfields of the trigger data.

Note:

1. It will not update the product records that are not matched in the subform of order records.

2. A record of Product Details in the trigger data can match multiple product records in the subform of order records and update them, namely a record of subform can update multiple subform records in another form, but it still has limits for the amount of records updated, for details, see Update Record Nodes.

Save and Enable

After all the settings, click Save and Enable and put Automation Pro into actual use, as shown in the following picture:

Notes

1. It is not currently supported to delete subform records through subform.

2. While updating records, you can refer to Subform Assignment Rules to see assignment rules for subforms.

3. In the Automation Pro that uses subform to update subform records, you can update the main field and subform records at the same time.