Block - Set Value Add Row in a Form (Module + Table)

[viti]

Hi,

Example: When creating a new entry (I’m using the default form), find records from another module and set the value in the form.

Module: My Flow & Project Task (For example)

1. Go to the default form
2. Open and scroll all the way and ‘Add Automation’ 2.
3. Drag & drop Condition block

4. Type condition #Form#Yes is True and #Form#Table.Count==0

• This indicates that when ticking the ‘Yes’ checkbox and if my table is still empty then execute the following automation.

5. Drag & drop Action block
6. Click + Add Action
7. Select ‘Find’
8. Select ‘Module’: Project Tasks’
9. Select ‘Filter’: Yes is yes
10. Click ‘OK’

11. Click + Add Action
12. Select ‘Set’
13. Select ‘Variable’ : #Form#Project (This is the Project (Module type) field)
14. Select ’ Value’: #ProjectTasksFound
15. Click ‘OK’

16. Click + Add Action
17. Select ‘Create’
18. Type ‘Value’: addRow(#Form#Table)
19. Rename 'Varialble: Click ‘edit’ Type: Row (For example)

20. Click + Add Action
21. Select ‘Set’
22. Select ‘Variable’ : #Row
23. Click ‘Expand’
24. Add ‘Value’: Text > #ProjectTasksFound’s#Name
25. Add ‘Value’: Date > #ProjectTasksFound’s#DueDate
26. Click ‘OK’ & Save studio.

Result

Tick ‘Yes’ - Set #Project and add #Table Row