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How to get data/value from 1 form/table

Confluence User - 15 May, 2018

I have 1 home trip application : requester  submit 1 form, then approver check.

1 challenge is : I want approvers to check the form submitted by employee and another request basic information like branch, position what are maintained  by HR in another form(table)  in 1 page.

To be clearer, image 3 forms :

form A : submitted by employee , saved in Table A, have some fields of trip beginning date, end date , destination ,buget etc

form B,  not inclulded in process but daily maintained by HR , saved in Table B. have some fields of every employee's branch, position, trip frequncy, flight class etc.

form C, the one approvers received, will include form A & some info of this employee from form B , and also let approvers to choose " approve" or "reject" 

As form C and form A in 1 process, I can use subform to put form A in form C. But how to retrieve info from form B by employ name ?

Could  anyone give me some ideas ? 

 

forms;datalists

5

Confluence User •
15 May, 2018 •
confluenceUser •
•
confluenceUser •

Hello Cyndy,

This requirement is possible to achieve.

Firstly, you require another workflow variable (such as "applicant") in your process to allow the employee primary key to be accessible throughout the app-context.

Secondly, in Form A, use a select box for end users to select their name. Use the default form options binder and select 'name' from table B for label column. Then, go to Advanced Options and key in "applicant" as the workflow variable that's created previously.

Lastly, in Form C, use a hidden field, name it "applicant_id", then go to Advanced Options and key in "applicant" as the workflow variable. Then, use an AJAX Subform, point it to "Form B", check the "readonly" option, then go to "Parent Field to keep Subform ID" property and key in "applicant_id" to reference the hidden field created earlier.

Then, it should work.

 

I've made a sample app for your use case, as shown below. You may import and try it out. Cheers.

APP_testFlightApp-1-20180515174927.jwa

Confluence User •
17 May, 2018 •
confluenceUser •
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confluenceUser •

Hello Justin Thank your response very much!! Just 1 small problem, I prefer a text field to select box to display end user name as current user name value as defaut. But if I use text field, thought still bind with workflow variable "applicant", the AJAX subform couldn't read information well. I attached the modified app , could you help to check ?

Confluence User •
17 May, 2018 •
confluenceUser •
•
confluenceUser •

Hello Justin

Thank your response very much!!

Just 1 small problem, I prefer a text field to select box to display end user name as current user name value as defaut. But if I use text field, thought still bind with workflow variable "applicant", the AJAX subform couldn't read information well.

I attached the modified app , could you help to check?

.APP_testFlightApp-1-20180517154348.jwa

Confluence User •
23 May, 2018 •
confluenceUser •
1 •
confluenceUser •

Finally , I use Bean Shell Load Binder   to read Table B data to Form C

I put test app here to let anyone who want to study.

APP_testFlightApp-4-20180523163756.jwa

Confluence User •
22 Aug, 2023 •
confluenceUser •
•
confluenceUser •

hello Cyndy, can you explain more about this. i think we have same issue.

Is it possible to fetch data with extended hash form and included current user hash

1
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