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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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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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