ConfiForms
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  • How to use the "Synchronize smart field references" ConfiForms IFTTT action

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Available on DC, version 3.11 and on CLOUD


Warning

Earlier implementations before the version 3.19 were incomplete and had some issues on certain cases. These have been finally addressed in the version 3.19 (DC version) and in the latest cloud version (customers updated automatically)


The problem

Info

We have two forms that need to update one another and stay in sync. For simplicity sake lets use this mock-example. A librarian has a form (form 1) that they use to update information on the library to include the books that the library has available.


Form 1 - Libraries
Field 1 - Library Name - Text Field
Field 2 - Library Description - Text Field
Field 3 - Books Available - Smart Multi-Checkbox Field (Source Form - Books)


Form 2 - Books
Field 1 - Book Name - Text Field
Field 2 - Book Description - Text Field
Field 3 - Libraries - Smart Multi-Select Field (Source Form Libraries)


When a librarian is updating their library's record in the Library form they need to select all of the books that the library has available, and remove any selections that it no longer has available. They do this using the smart multi-checkbox field in the library form registration/edit.

When the librarian saves that form we also need to pass the library name to the Books form for each book record, or remove it if the librarian has unselected the book. The books form/views is used to see what libraries a book is available in, and has many downstream views and filters separate from the library form.

What macros/functions do we need to use to maintain this sync between the two forms? We also have a similar use case with a smart multi-row field. But we're assuming the solution for the above will tackle this.

Confiforms view.png

Confiforms config.png

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