Via Form Connection, show data for “Open” instances only?

Home Forum Behaviors Via Form Connection, show data for “Open” instances only?

This topic contains 6 replies, has 0 voices, and was last updated by  davids 9 years, 5 months ago.

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  • #249

    davids
    Participant

    Through a Form Connection, how can I choose to show data from Open instances only? Here is an explanation of our current setup:

    – With Form A, I’m creating multiple “Open” instances. Over time, I go back to some of these instances and activate a workflow that makes the instance “Close”. I’ve also created a Form Connection to access several fields within Form A instances.

    – With Form B, I’m using a “Connect” Behavior Command to bring some fields into Form B and display them all in a Table Input object.

    How can I set the Table in Form B to display fields from “Open” instances of Form A only? I want to omit all information pulled from Closed instances of Form A.

    #4660

    ijobling
    Participant

    if on your form A you are storing the STAGE name of the form, then you can use that field within your connect behavior, where you can use <> in the connection action to only return where the field is NOT equal to the closed stage

    #4666

    davids
    Participant

    Thanks for the help here. I think I figured out how to store the Stage name of the form in a Text Input field, but I don’t see the <> in the Connect action. Were you thinking of using a Simple Branch before/after the Connect action to activate the “return where field is not equal to” logic? I don’t think that would filter the data, actually. Could you be more descriptive? Thanks again.

    #4667

    ijobling
    Participant

    when you set up your connection, and then you set up the ACTION. this is where you define the ‘send’ parameters and where you have the option for ‘<>’ instead of the usual =

    check it out here

    http://www.perfectforms.com/Documentation/manual/html/defining_connection_actions.htm

    and

    http://www.perfectforms.com/Documentation/manual/html/how_a_form_calls_the_connectio.htm

    you may also find that the database example form here:

    http://www.perfectforms.com/Documentation/manual/html/admin_database_lookups_examples.htm

    is of use as well

    #4668

    ijobling
    Participant

    And then when you come to set up the actual Connect action in the form, for the ‘send parameter’ .. you select ‘formula’ and then enter in the stage name that is your ‘closed’ stage name. when the ‘query’ is then run it will then show you back all the instances where the forms are not equal to that stage name

    #4672

    davids
    Participant

    Thank you so much for this! Works like a charm. Now, the way this is setup, it shows any instance that doesn’t have the stage name I’ve set. Is there a way to show forms that actually have the word I’m using as a query? The Form I’m connecting to has multiple stages, and I’d like to effectively filter by the different stages.

    #4673

    davids
    Participant

    Never mind, I got. Just used the equal sign instead of not equal to <>. Sweet!

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