Updating a confiforms field in one form based on multiple fields in another form

Question

I feel like I know how to answer this but have got knotted up in overly complex solutions and want to see if there is an easier option out there.

I’ve got one form that acts as a status board for several tools, each tool having a status of Red, Amber, Green (based on the status field type).

example:

Main Tool: Amber

Backup Tool: Green

I’d like to display a single value view field on a homepage to show an overall status that will take the current “highest impact” status as its value. So if the Main Tool was Amber that would always display Amber on the homepage but if another tool moved to Red status that would update instead. I feel there is a simple conditional statement and rule/ifttt to apply but stuck figuring out where.

Alex Medved _ConfiForms_ · Answer

So, basically you want to have a filtered view (views) that shows separately tools in Red status, in Amber and in a Green?

As I am puzzled exactly with the same question -

I was trying to work out if I could update another record in another form based on those conditions but that’s where I got stuck.

And what I was trying to ask in a first comment

Alex

Joe R · Answer

Sorry Alex, might have explained it badly. The main form has got several records that are only updated in the table (no new ones are added) to show the current status of several tools.

* Tool 1
* Tool 2
* Tool 3
* etc

Each record has three fields:

* title (text)
* details (text area)
* status (has three options Red, Amber, Green)

What I’m trying to do is create a simple overview of the highest impact on a different page on Confluence without listing all of the records.

In this system a Red status should be visible if any record has Red, an Amber one if there are no Red ones and any record has Amber, and then defaults to Green if there aren’t Red or Amber anywhere.

I was trying to work out if I could update another record in another form based on those conditions but that’s where I got stuck. Thanks for your time in advance.

Alex Medved _ConfiForms_ · Answer

Hi @Joe R

How do you "link" the main tool (form) record with "other tools"?

In other words - how do you know this status in a main tool belongs to the "same" thing in the "backup tool"?

Alex