Confiforms: How to set a default status for newly created records

[DarkMietze]

Hello everyone, hello Alex (probably :D),

In Confiforms, I want to assign a default status to newly created records. I created a "Status" FieldDefinition where I defined 4 possible status, corresponding to the colors red, blue, purple, and yellow. I want the dropdown that's only visible to admins to default to the blue value, but can't seem to make it work. I already tried what I found in https://wiki.vertuna.com/spaces/CONFIFORMS/pages/21234018/ConfiForms+Field+Types but that didn't work for me, maybe I didn't get the syntax right?

Also, whenever I try anything involving {} it turns into "unknown macro", as I found a thread where a solution like this was suggested. That also didn't work for me.

Any suggestions?

[Alex Medved _ConfiForms_ · Accepted solution]

Do you want to restrict editing of the status field to certain user groups?

I would start with the IFTTT macro to update the record onCreated event and set the status to the needed initial state

The parameters to set would be

entryId=[entry.id]&yourstatusfield=initial_value

If the field is restricted then set the IFTTT to bypass the permissions (macro parameter), so it will work for everyone 

Alex

[DarkMietze]

Hey Alex,

that already did... something! So thanks, already.

My problem now is two-fold: The status label I created is named something like "In progress", i.e. it's two words. I inserted and IFTTT and thought I did what you recommended: 

When I now create a record, it just enters "in progress" as a text value, but doesn't choose from the dropdown. Does that status need to be a singular word for it to work the way you described?

Also, when I added an Email notification "OnModified" and put a [entry.Status] as a dynamic value in the message, it now uses "completed", i.e. the default value, instead of my "in progress" that I defined. How would I resolve this?

Best wishes

Mark

[Alex Medved _ConfiForms_]

What is the ID for the option in your status field? You need to set the ID, not the label

Not sure I understand the part about the onModified... I will try to guess - you want to show the label, not the id?

Either use the ConfiForms Field macro and put it's field name to be Status

or use the [entry.Status.label] to access field's label

Alex

[DarkMietze]

Not sure I'm understanding correctly: When I setup the set of status labels I want to use, it looks like this (this time with the statuses in German):

I don't see any reference to an ID or a way to tie an ID to any of the options. I'm sorry for asking so many questions, but I'm really trying to wrap my head around this.

Okay, I did figure this out, finally, and I'll leave what I wanted to type in here, in case this might help someone else in the future. What I apparently missed from your post was that "ID" refers to "complete, error, moved" etc. as listed here under status (from your documentation):

 

It's a little bit unintuitive to the uninitiated that I would need to use "complete" as an ID for a status that I want to use for "in progress", just because the color blue is tied to complete. I understand now why that is, but hence my confusion.

The other part of your answer also helped me to resolve the issue I had with the dynamic value for the mail that gets sent when someone modifies the status

Thanks again for your time and effort :)

Mark

[Alex Medved _ConfiForms_]

Yes, the status field is a bit weird... I agree

there are predefined values that needs to be used when setting the values (otherwise you will use the IDs you define for the "options")