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ConfiForms: Can I update an existing record using a custom layout form?

Mark
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January 12, 2023

I've created a custom-layout form using ConfiForms, which is working fine for data entry. I would like to allow users to update their record using the same form. I thought I could use a link, containing the entry's ID to allow it to pull up the record, but the examples I've found so far seem to be limited to standard views. Is this possible? Thanks!

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Alex Medved _ConfiForms_
Community Champion
January 12, 2023

Hi @Mark and welcome to this community

Have answered this in our (private) support queue, but will also answer it here - as may be it will be helpful to others

Your ConfiForms (FormView) Registrations Control macro must be inside the ConfiForms Form Definition macro in order to “define“ a default layout

When that is the case you can then have a ConfiForms Edit Controls macro to have this option enabled

Here are some screenshots to demonstrate this visually using macro configurations

 

custom-layout-1.pngcustom-layout-2.pngcustom-layout-3.png

 

Alex

Mark
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
January 15, 2023

This worked perfectly, thanks!

Lori Wilson May 13, 2025

Is there any way to make the edit control "edit" button link to a full page instead of the pop up? My form is getting pretty complicated and hard to navigate (including multi-row) in the pop up view that this creates in the edit controls. I wish my table could just send them to a full page view that looks just like the registration control I have on a different page. 

Alex Medved _ConfiForms_
Community Champion
May 14, 2025

Is this on data center? @Lori Wilson 

You should be able to point the Edit Controls to use the "Registrations Control" layout

True that it will still be presented in a dialog

Lori Wilson May 14, 2025

No, it's not on data center (I am not sure what that is). I'm having a couple of issues with the layout. For one, my form is lengthy and has so many fields, particularly the multi row field, which is difficult to view in the small dialog that pops up. Second, I used some expand widgets in my registration control on the full page for when people add a new record. It looks great on the full page. In the dialog box, the multiselect rows are squished so you can only see a few characters for each field. The expanders don't work at all. 

I was hoping there was a way to have each row in a table feature a view/edit button which would send the user to a new window or tab that would give a full page view of the registration control, just like the view that I've embedded on a page for entering a new record. 

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