Single-Condition Data Linkage
Introduction
Feature(s)
Single-condition data linkage is used to automatically fill in some fields in one form with information retrieved from corresponding fields in the linked form. You can achieve this by connecting fields that share the same information in the two forms. Through several simple settings, you can fill out the form more efficiently and accurately.
Application Scenario(s)
- In personnel management, the Personnel Information form records an employee's basic information, with a unique employee ID. By establishing a single-condition data linkage, you can link other information about the employee, such as age and department, to the Bonus form by simply entering the employee's ID. Finally, you can manually enter the bonus amount to distribute the bonus.
- In equipment inspection, the Device Information form records the basic information of the device, with a unique device ID. Using a single-condition data linkage, you can first enter the device ID through code scanning in the Equipment Maintenance form, and the form will automatically link to other basic information, such as the model, status, and quality level of the device. Finally, you can fill in the maintenance record manually to complete the maintenance.
Preview
When you enter an employee's ID in the Bonus form, the system will automatically link the employee's basic information from the Personnel Information form. All you have to do is to fill in the amount of the bonus.
Setting Procedure
Configuring Regular Forms
1. Create a Personnel Information form that includes fields such as the Employee ID, Name, Email, Onboarding Time, and Department.
2. Click Manage Data > Add to fill in the basic information of employees.
3. Create a Bonus form that includes fields such as Date, Employee ID, Name, Email, Department, and Bonus.
Setting Data Linkage
In the Bonus form, you can set up data linkage for the Name field as follows:
1. Select the Name field, go to Field Properties, select Data Linkage under Initial Value, and click Data Linkage Settings.
2. Set on the Data Linkage Settings page:
- Select Personnel Information as Linked Form.
- Set the condition: Employee ID in Linked Form equals Employee ID in Current form.
- Set the trigger: Name in Current form shows as Name in the Linked Form.
Finally, click OK to finish the settings.
Follow the same steps to set the Email and Department fields in the Bonus form, making sure to select the appropriate field that triggers the linkage. For example, Email in Current form shows as Email in Linked Form.
Once all the settings are completed, save the form, and it will be ready to use.
Note(s)
1. The main benefit of using a single-condition data linkage is that it allows linking records based on a unique identifier, such as an employee ID, corresponding to only one specific employee. However, when an identifier, such as a name or birthday, corresponds to multiple records, a multiple-condition data linkage can be used.
2. This example only covers the basic setup for a single-condition data linkage. Additionally, you can optimize the process of entering the employee ID in the Bonus form by setting it as a Single Select field. To achieve this, you can change the field from Single Line to Single Select under Field Properties. Select Lookup > Personnel Information > Employee ID under Option to associate it with the Employee ID field in the Personnel Information form.
In this way, you can simply select employee ID from the drop-down box, rather than manually entering it, and the effect is as follows:
