Requirements

Use Case

Steps to follow

1. Create forms with the following fields for storing employee and asset details, which can auto-populate in a subform.
   

   Form	Form Link Name	Field Type	Field Name	Field Link Name
   Employee Details	Employee_Details	Name	Employee Name	Employee_Name
   		Email	Email	Email
   		Phone	Phone	Phone
   		Address	Address	Address
   Asset Details	Asset_Details	Look up (Employee Details)	Employee Name	Employee_Name
   		Drop Down	Asset Category Laptop Mobile Hardware	Asset_Category
   		Single Line	Model	Model
   		Single Line	Serial Number	Serial_Number
   Asset Audit	Asset_Audit	Lookup (Employee_Details)	Employee Name	Employee_Name
   		Subform Single Line Single Line Single Line Drop Down	Assets Owned Asset Category Model Serial Number Verification (Passed/failed)	Assets_Owned Asset_Category Model Serial_Number Verification

2. Create a workflow to execute on user input of the Employee Name lookup field in the Asset Audit form. This workflow will be configured to auto-populate the asset details of the employee in the subform.
   
   
3. Click Add New Action and enter the following script in the Deluge editor.
   
1. //Fetch all assets of the employee 
2. fetch_records = Asset_Details[Employee_Name == input.Employee_Name];
3. //Create a collection to store the fetched subform data.
4. rows_collection = Collection();
5. for each data in fetch_records
6. {
7. row = Asset_Audit.Assets_Owned();
8. row.Asset_Category = data.Asset_Category;
9. row.Model = data.Model;
10. row.Serial_Number = data.Serial_Number;
11. rows_collection.insert(row);
12. }
13. //Insert the collection to the subform
14. input.Assets_Owned.insert(rows_collection);
4. Create another workflow in the Asset Audit form by selecting the Record Event as Created or Edited and Form Event as Field rules. This workflow will prevent the user from adding and deleting the auto-populated subform rows.
   
   
5. Click Add New Action > Show/Hide subform actions > Hide subform add entry and select the Asset Owned subform. In the same workflow, click Add New Action > Show/Hide subform actions > Hide subform delete entry and select the Asset Owned subform.
   
   
6. You can also choose to disable the auto-populated subform fields by creating another workflow on load of the Asset Audit form by selecting the Record Event as Created or Edited, as shown.
   
   
7. Click Add New Action > Deluge Script and add the following script in the Deluge editor.
   
1. disable Asset_Owned.Asset_Category;
2. disable Asset_Owned.Model;
3. disable Asset_Owned.Serial_Number;

See How it Works

Related Links

1. Insert rows in Subform
   
2. Understand on delete row action in subform
   
3. Understand on add row action in subform