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Confiforms: How to set a default status for newly created records

DarkMietze

Hello everyone, hello Alex (probably ),

In Confiforms, I want to assign a default status to newly created records. I created a "Status" FieldDefinition where I defined 4 possible status, corresponding to the colors red, blue, purple, and yellow. I want the dropdown that's only visible to admins to default to the blue value, but can't seem to make it work. I already tried what I found in https://wiki.vertuna.com/spaces/CONFIFORMS/pages/21234018/ConfiForms+Field+Types but that didn't work for me, maybe I didn't get the syntax right?

Also, whenever I try anything involving {} it turns into "unknown macro", as I found a thread where a solution like this was suggested. That also didn't work for me.

Any suggestions?

Accepted answers

Alex Medved _ConfiForms_

Do you want to restrict editing of the status field to certain user groups?

I would start with the IFTTT macro to update the record onCreated event and set the status to the needed initial state

The parameters to set would be

entryId=[entry.id]&yourstatusfield=initial_value

If the field is restricted then set the IFTTT to bypass the permissions (macro parameter), so it will work for everyone

Alex

All comments

Alex Medved _ConfiForms_

Do you want to restrict editing of the status field to certain user groups?

I would start with the IFTTT macro to update the record onCreated event and set the status to the needed initial state

The parameters to set would be

entryId=[entry.id]&yourstatusfield=initial_value

If the field is restricted then set the IFTTT to bypass the permissions (macro parameter), so it will work for everyone

Alex

DarkMietze

Hey Alex,

that already did... something! So thanks, already.

My problem now is two-fold: The status label I created is named something like "In progress", i.e. it's two words. I inserted and IFTTT and thought I did what you recommended:

When I now create a record, it just enters "in progress" as a text value, but doesn't choose from the dropdown. Does that status need to be a singular word for it to work the way you described?

Also, when I added an Email notification "OnModified" and put a [entry.Status] as a dynamic value in the message, it now uses "completed", i.e. the default value, instead of my "in progress" that I defined. How would I resolve this?

Best wishes

Mark

Alex Medved _ConfiForms_

What is the ID for the option in your status field? You need to set the ID, not the label

Not sure I understand the part about the onModified... I will try to guess - you want to show the label, not the id?

Either use the ConfiForms Field macro and put it's field name to be Status

or use the [entry.Status.label] to access field's label

Alex

DarkMietze

Not sure I'm understanding correctly: When I setup the set of status labels I want to use, it looks like this (this time with the statuses in German):

I don't see any reference to an ID or a way to tie an ID to any of the options. I'm sorry for asking so many questions, but I'm really trying to wrap my head around this.

Okay, I did figure this out, finally, and I'll leave what I wanted to type in here, in case this might help someone else in the future. What I apparently missed from your post was that "ID" refers to "complete, error, moved" etc. as listed here under status (from your documentation):

It's a little bit unintuitive to the uninitiated that I would need to use "complete" as an ID for a status that I want to use for "in progress", just because the color blue is tied to complete. I understand now why that is, but hence my confusion.

The other part of your answer also helped me to resolve the issue I had with the dynamic value for the mail that gets sent when someone modifies the status

Thanks again for your time and effort

Mark

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