Add subform rows with dynamic data from another subform
Requirement
Automatically add rows to a subform
and populate it with dynamic data fetched from another subform.
Use Case
A form
named
Orders Database
contains customer details
and
their frequent orders in a subform. We have another form, New Order,
which customers use to order products. When a customer enters his/her customer ID, their frequent orders are fetched from
the Orders Database
form and populated in
the New Order
form's subform.
Steps to follow
|
Form
|
Form Link Name
|
Field Type
|
Field Name
|
Field Link Name
|
|
Orders Database
|
Orders_Database
|
Name
|
Customer Name
|
Customer_Name
|
|
Single Line
|
Customer ID
|
Customer_ID
|
||
|
Subform
|
Order History
|
Order_History
|
||
|
New Order
|
New_Order
|
Single Line
|
Customer ID
|
Customer_ID1
|
|
Single Line
|
Customer Name
|
Customer_Name1
|
||
|
Subform
|
Order Details
|
Order_Details
|
The workflow
will
be triggered when a customer enters a value into the Customer ID field,
so
we are selecting the
Form Event
as
User input of a field.
3. Click
Add New Action.
4. Save the following
Deluge snippet in the
Deluge editor:
-
// Fetch customer records from the database based on the specified Customer ID
-
database_records = Orders_Database[Customer_ID == input.Customer_ID1];
-
-
// Assign the customer name from the fetched record
-
input.Customer_Name1 = database_records.Customer_Name;
-
-
// If a customer record is found, fetch data from the subform
-
if(Customer_Name1.isEmpty() == false)
-
{
-
input.Order_Details.clear(); // Clear subform of any previous entries
-
for each line_item in database_records.Order_History // Iterate through each subform row to fetch their values
-
{
-
// Create subform rows with fetched data
- row1 = New_Order.Order_Details();
- row1.Product_Name1=line_item.Product_Name;
- row1.Quantity1=line_item.Quantity;
- rowcollection = Collection();
- rowcollection.insert(row1);
- input.Order_Details.insert(rowcollection);
-
}
-
}
-
-
// If a customer record is not found, clear any previous entries
-
else
-
{
-
input.Order_Details.clear();
-
}
See how it works
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