The Open Multi-select Data Page is an execution node available in button-triggered Automation Pro. By clicking a Custom Button on a form, users can quickly open a selection page to choose multiple records from a related business form. The selected data can then be used for data entry in subsequent nodes.
Use Case
In inventory management, a user can click a custom button on a "Sales Order" form to trigger Automation Pro. This opens a selection page to pick items from an "Outbound Order." The selected return details are then automatically populated into an "Other Stock-in" form via an Add Data node.
Expected Effect
Taking the process of returning products from a "Sales Order" and recording them into an "Other Stock-in" form as an example:
How to set it up
Step 1 Adding Node
After setting up a Custom Button trigger in Automation Pro, add an Open Multi-select Data Page node following the existing nodes as needed.
Step 2 Data Source
Select the Data Source, which is the form from which the data will be selected.
Step 3 Data Selection Process
Pop-up Title
Enter the title for the pop-up window that appears when the custom button is clicked. You can customize this title based on your business needs.
Data Range
Add filter conditions to narrow down the records from the data source. Only data meeting these conditions will be available for selection and used for subsequent entry.
Filter Settings:
Condition Relationship: If multiple filters are added, choose between:
All (AND): Records must meet all conditions.
Any (OR): Records meeting any of the conditions will be displayed.
Target Form Field: Select fields from the source form or system fields (Submitter, Submission Time, Update Time, Flow Status).
Operator: Set filtering logic (e.g., Equals, Does not equal, Contains, Is empty) based on the field type.
Value: Choose from Node Field Value, Custom, or Null. For "Custom," values must be entered manually.
Sorting Rules
This determines the order in which filtered records are displayed on the multi-select page.
Sort Field: Supports the following fields from the data source:
Form Fields: Single-line Text, Number, Date/Time, Radio Button, Dropdown, Serial Number, Aggregate Calculation.
System Fields: Submission Time, Update Time, Extended Fields.
Order: Select Ascending or Descending.
Notes:
Each field can be used in a sorting rule only once. You can add up to 5 sorting rules.
If no sorting rules are set, the node will retrieve records from the data source in an unsorted order.