Prefill content in a form based on another form
Requirement
When one form is submitted with data, users are redirected to another form with pre-filled data from the previous form.
Use Case
An order management app contains two forms:
one to store suppliers' details, and the other to store the details of the products supplied by the suppliers. When an admin enters the supplier's details in
the
Suppliers
form and submits it,
they are
instantly
redirected to the
Products
form with the Supplier field pre-filled.
Steps to follow
|
Form
|
Form Link Name
|
Field Type
|
Field Name
|
Field Link Name
|
|
Suppliers
|
Suppliers
|
Single Line
|
Supplier Name
|
Supplier_Name
|
|
Products
|
Products
|
Single Line
|
Product Name
|
Supplier_Name
|
|
Single Line
|
Supplier
|
Vendor
|
2. Create a workflow
with the following details:
The workflow is to be triggered when the Suppliers form is successfully submitted, so we are selecting the Form Event as "Successful form submission."
The workflow is to be triggered when the Suppliers form is successfully submitted, so we are selecting the Form Event as "Successful form submission."
3. Click
Add New Action
and select Deluge Script.
4. Save the following
Deluge snippet in the
Deluge editor:
- openUrl("#Form:Products?Supplier=" + input.Supplier_Name,"same window");
The snippet uses the
openURL deluge task
to redirect users to
the Products
form on submission of
the Suppliers
form. It passes the value of
the Supplier Name
field in
the Suppliers
form to
the Supplier
field in
the Products
form.
See how it works
Points to note
-
This tutorial demonstrates the use case with a Single Line field type ( Supplier Name in the Products form). The same snippet would also work for the following field types:
-
Email
-
Phone
-
Multi Line
-
Rich Text
-
Formula
-
The following table specifies the required Deluge snippet for other field types:
|
Field type
|
Deluge snippet
|
|
Name and Address
|
Since these are composite fields, we have to pass the required sub
field's
name in the snippet in the following format:
If more than one
Name
field
is
present in the form, the link names of the subsequent name sub
fields will be
modified
by a number starting from 1. So, if we take the example of the subfield <field>.prefix, the link name of the first such field will be <field>.prefix, the link name of the second such field will be <field>.prefix1, the link name of the third such field will be <field>.prefix2, and so on. The same applies to
Address
sub
fields.
If we want
to
pass
a
value to the
first_name
field, the
D
eluge snippet would look like:
|
|
Lookup
|
Lookup fields are mapped to the related form through the ID of the selected field's record.
Learn more.
Sample snippet:
|
|
Date and Time
|
Values
being passed
to a Date or a Time field can only be passed from another Date or Time field respectively.
Sample snippet:
|
|
Drop Down, Radio, Multi Select, Checkbox
|
Only one of the existing pre-defined choices can be passed as a value.
|
|
Decision Box
|
One of the boolean values
(
True or False
)
can be passed as a value. The value
True
checks the box, and the value
False
unchecks it.
|
|
Currency, Decimal, Percent, Number
|
Only numerical values can be passed.
|
|
Add Notes
|
The passed value overwrites the existing notes on the form.
|
|
All other fields
|
This tutorial does not apply to all the other field types.
|
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