Keeping two ConfiForms in sync

Question

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 (version: 3.10.3). License type: Commercial license.

Erik Riedel_t8jf2i · Answer

Hello @Alex Medved _ConfiForms_ ,

Nice that this IFTTT-Action is know available. I would like to ask you about a possible solution for an issue I observed:

I took your example from your wiki.

Whenever I update the form "Books" it overrides all other selections in the form "Libraries". I tried to adapt the action for a simple Skill Management database.

So I would like to define roles and map skills to that Roles. When a new skill is added to the form and the entries for the selected roles are given only the value of the newly created skill.

The synchronisation from Roles to Skills ("downwards") works fine and updating works as intended. But "upwards" (so updating a skill by the used roles) overrides the entries in Form "Roles". This leads to the problem that the databases stay not syncronised.

State 1 - Within Roles I selected Skills

State 2 - Within "New Competence" I selected the roles

I selected "Role 4 (New)" and "Role 3"

ConfiForms (version: 3.11.2)

Alex Medved _ConfiForms_ · Answer

We have prepared an example here

Please note that this will require to update ConfiForms to at least version 3.11 on DC (or use the cloud version, which is updated for you automatically)

Alex Medved _ConfiForms_ · Answer

Yes, while this can be solved with lots of updates from one form to another we have decided to make things easier and introduced a new ConfiForms IFTTT action that is a lot easier to configure and use and which does exactly what you are looking for

An example on how to use it could be found on our wiki

Hope it helps and also simplifies things for you while providing the results you want