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How to auto-update another field based on changes to a field in ConfiForms

davin
Contributor
February 21, 2022

Hello,

I'm trying to figure out how can I automate the data entry for a field when another field is set to a specific value via inline editing in the TableView macro.

Use case -

I have a form that has a "Date Added" and a "Date Resolved". Now the "Date Added" field is auto-populated at the time of record creation using "DateAdded=[now]". After a few days, once this record is resolved, we would go and update the status dropdown field from "Open" to "Close" via inline editing on a TableView macro.

Is it possible that once I change the status field from "Open" to "Close" via inline editing on the TableView macro, the record auto-populates the "Date Resolved" field to the date when the status was changed to "Closed"?

Thanks in Advance for the support.

2 answers

0 votes
Alex Medved _ConfiForms_
Community Champion
February 22, 2022

Hi

Consider adding IFTTT rules to update your records as required based on the changes you make (setting condition)

https://wiki.vertuna.com/display/CONFIFORMS/Configuring+ConfiForms+IFTTT+actions+and+rules#ConfiguringConfiFormsIFTTTactionsandrules-Create(Update)ConfiFormsEntry

Alex

davin
Contributor
February 22, 2022

Hey Alex,

I did try IFTTT rules but that only works if you are editing a record through the Admin Console and clicking Edit beside a record which opens up the form view. 

My focus is the achieve it while using Inline Editing on a TableView macro. Doesn't seem to work there.

Alex Medved _ConfiForms_
Community Champion
February 22, 2022

Sorry, but this is a mistake - IFTTTs are executed no matter how you edit your record

Inline, inline individually or via the dialog

Alex

0 votes
davin
Contributor
February 21, 2022

@Alex Medved _ConfiForms_ Would appreciate your help here. Thanks!

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