Using Form Records to Update Subform Records

Introduction

Feature Overview

When records are updated or added to the main fields of a form, Automations Pro can automatically update the subform records of another form.

Scenario

Preview

1. Add a training record to the Store Training Record form.

2. Automations Pro are triggered, and update the latest training time and the lecturer of corresponding stores in the Store Basic Information form.

Building the Forms

1. Create a Store Basic Information form, and add a subform to input the training details of new stores. The field settings are as follows:

2. Input the training details and other information of new stores:

3. Create a Store Training Record form. The field settings are as follows:

Setting Automations Pro

Creating Automations Pro

To create an automation,

1. Click Extension > Automations > New Automation.

2. Rename the automation.

3. Choose the trigger type, Form Trigger, and choose the Store Training Record form from the drop-down as the triggering form.

Setting Trigger Node

Select the trigger node, and select Add Record as the trigger, allowing the Automations Pro to be triggered after a new store training record is added:

Adding Update Record Node

Under the trigger node, add an Update Record node:

Setting Update Record Node

Set Update Record further. The details are as follows:

1. Select what to update:

Choose Record in the form to update records within a target form, and select the Store Basic Information form as the target form:

2. Filter and select the records required to be updated.

Add filtering conditions New Store Training Details.Store Name equals Trigger Data.Training Store, and select the store training details records from the Store Basic Information form of the same store names with those in the trigger data for further updates.

Note:

1. By applying the filtering conditions mentioned, we filter out unwanted records. No updating operation is executed at the moment.

2. If you need to update the subform records in the target form, you need to add the subfields in the target form as the filtering conditions to filter the subform records.

3. Set field values

Update the selected training records. The settings are as follows:

Save and Enable

After all the settings, click Save and Enable and put Automations Pro into use: