Form Linking and Parent Child – Form Connections

Workflow Design Software – Form Design Forum Behaviors Form Linking and Parent Child – Form Connections

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    Hello PerfectForms Users,
    Our topic for today will be “Form Connections”. A form connection will allow you to pass data from one form to another. This functionality will allow you to integrate the data from multiple processes and make real time queries against your previously collected data.

    Using a form connection can help with many processes. As the main goal is to provide data based on a requirement from your existing data.
    For example: If you have a form you are using a form to keep track of products and inventory and a separate form to place orders you simplify by using a form connection. In the form you place the order the connection could search your products form and populate a list. If an item is selected from that list you could run the connection again and bring over available quantity, detailed description, sku, item number, and inventory automatically.

    A form connection should be used if you have relational data between any 2 processes and would like to bring over data from one or more fields. This will make your forms easier to build as you will never have to populate options more than once.

    To build a form connection you must first have a published form. Once that form has collected data or created instances you have access to that data. Proceed to the dashboard and select connections, select a new connection, and click form connection. Once you are looking at your connection you should set a name, and select the form you wish to connect to. By clicking new action you will be able to build your functional calls. In the send parameters you can select a field on the form to use as relation data. This is data you will send to get a result back. You may now select an operator if you wish by clicking on the = symbol. This will open up a range of options similar to those in a function. Now you will need to select your return parameters. These are the data fields you wish to receive back from your forms. Select as many as you need then proceed to “Test”. You can click test with no send parameter to get a full dump back of what is available to you. Test your send parameter to ensure the configuration will work for you, then click save.

    You may now proceed to the form you wish to use your connection in, choose an object to trigger your connection, drag the connect behavior on to the behavior canvas, select your connection, and action names. You will now be able to select the field you wish to send as the send parameter, and route your response fields to the objects you wish to return them to.

    Upon action your form will now populate data from another form into this new instance. This can be used for viewing, accessing, using, and comparing data. You may also use this function to link forms with relational data. This is similar to a parent child relationship yet does not have the dependency on one another and is bi-directional. Data from multiple forms can be pulled in to one form for reporting purposes. This will allow you to join data to receive the metrics you desire in a report.

    Thank you for your time today, if you have any further questions please feel free to post below.
    Happy Form Building!

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