Update a form using custom action (from another form's report)
Requirement
Use Case
Steps to follow
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Form
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Form Link Name
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Field Type
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Field Name
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Field Link Name
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Add Student
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Add_Student
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Email
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Email
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Email
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Name
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Student Name
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Student_Name
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Date
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Date Of Birth
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Date_Of_Birth
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Single Line
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Department
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Department
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Single Line
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Course
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Course
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Drop Down
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Academic Year
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Academic_Year
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Drop Down
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Student Status
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Student_Status
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Multi line
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If inactive, please enter proof of leaving
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If_inactive_please_enter_proof_of_leaving
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Date
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Date Of Leaving
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Date_Of_Leaving
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Leaving Request
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Leaving_Request
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Lookup (Add_Student)
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Student
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Student
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Request Date
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Request_Date
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Multi-line
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Reason for leaving
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Reason_for_leaving
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Decision Box
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Approved
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Approved
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Decision Box
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Rejected
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Rejected
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- if(Student_Status != "Inactive")
- {
- //Hide the below fields if the Student Status is not inactive
- hide If_inactive_please_enter_proof_of_leaving;
- hide Date_Of_Leaving;
- }
- //Get the corresponding Add_Student record from the login details
- input.Add_Student = Add_Student[Email == zoho.loginuserid].ID;
- //Disable the field to prevent further modification
- disable Add_Student;
- Execute the Approve Leaving Request action for this record for this student - ${Add_Student.Student_Name} ?
- //Fetch the corresponding Add_Student record
- student = Add_Student[ID == input.Add_Student];
- //Set the Date Of Leaving to the current date
- student.Date_Of_Leaving=zoho.currentdate;
- //Assing the Reason for Leaving
- student.If_inactive_please_enter_proof_of_leaving=input.Reason_for_Leaving;
- //Mark the Student Status as Inactive
- student.Student_Status="Inactive";
- //Mark the current Leaving Request record to Approved
- input.Approved = true;
- sendmail
- [
- from :zoho.adminuserid
- to :input.Add_Student.Email
- subject :"Your Leaving Request is approved!"
- message :"<div><br>Hi " + input.Add_Student.Student_Name + "<br/>We are so sorry to let you go. Your request is approved.</div>"
- ]
See how it works
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