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ConfiForms: Aggregation of two Forms

Jens Kempf

Hello,

I didn't find a way byself to solve my problem. So, now I will ask the community.
The problem:

I have two forms. Both forms have one field with the same configuration, like a grouping field - "ID":
form1 - metadata
form2 - requirements

For each entry in the form "metadata", there can be multiple entries in the form "requirements".
Now i would like to merge the two forms by the field "ID".
The result should be look like:

I had try many ways with the "TableView Merger" but I didn't find the right way.

Can you help me?

thank you.

Accepted answers

Alex Medved _ConfiForms_

Hi @Jens Kempf

Little demo with 2 options I can suggest (might be more as always with ConfiForms..., but here are two of them)

(video)

https://wiki.vertuna.com/download/attachments/178782502/Community%20-%20ConfiForms-%20Aggregation%20of%20two%20Forms.mov?version=1&modificationDate=1733323228343&api=v2

Storage format for the reference

<ac:structured-macro ac:name="confiform" ac:schema-version="1" ac:macro-id="48bb4df4-1d6c-4645-a4bf-38178700da68"><ac:parameter ac:name="formName">metadata</ac:parameter><ac:rich-text-body><p><ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="9e5ed4a2-f631-4b3b-8f4e-31ebd0740f31"><ac:parameter ac:name="fieldName">projectID</ac:parameter><ac:parameter ac:name="fieldLabel">Project ID</ac:parameter><ac:parameter ac:name="values">CR###:</ac:parameter><ac:parameter ac:name="type">text</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="fd2f498c-a311-412e-a3ea-3275b35c0fe7"><ac:parameter ac:name="fieldName">Project</ac:parameter><ac:parameter ac:name="fieldLabel">Project</ac:parameter><ac:parameter ac:name="type">text</ac:parameter></ac:structured-macro></p><ac:structured-macro ac:name="confiform-entry-register" ac:schema-version="1" ac:macro-id="1401b115-cc3b-445c-97ec-f2dbae609a8c"><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p></ac:rich-text-body></ac:structured-macro><p>All in metadata</p><ac:structured-macro ac:name="confiform-table" ac:schema-version="1" ac:macro-id="f8044c9a-3603-47dc-b7bc-b530f71ca4b2"><ac:parameter ac:name="formName">metadata</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p><ac:structured-macro ac:name="confiform" ac:schema-version="1" ac:macro-id="0e197855-0c11-40c8-a867-c9eba50df25a"><ac:parameter ac:name="formName">requirements</ac:parameter><ac:rich-text-body><p><ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="448c4ca1-1f69-4cf5-8af8-148b4d31f258"><ac:parameter ac:name="fieldName">projectID</ac:parameter><ac:parameter ac:name="fieldLabel">Project ID</ac:parameter><ac:parameter ac:name="values">CR###:</ac:parameter><ac:parameter ac:name="type">text</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="e23ebde8-a65e-4978-9a24-9f80d179de6c"><ac:parameter ac:name="fieldName">Requirement</ac:parameter><ac:parameter ac:name="fieldLabel">Requirement</ac:parameter><ac:parameter ac:name="type">text</ac:parameter></ac:structured-macro></p><ac:structured-macro ac:name="confiform-entry-register" ac:schema-version="1" ac:macro-id="9baf5cb2-794f-440e-925f-be778f3c5256"><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p></ac:rich-text-body></ac:structured-macro><p>All in requirements</p><ac:structured-macro ac:name="confiform-table" ac:schema-version="1" ac:macro-id="67861b9a-482c-4881-9791-e5fbbdfe5387"><ac:parameter ac:name="formName">requirements</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p><p>TVM - TableViewMerger</p><ac:structured-macro ac:name="confiform-table-merger" ac:schema-version="1" ac:macro-id="a6c3cc2f-dd01-4395-a386-f50d4e91052f"><ac:rich-text-body><p><ac:structured-macro ac:name="confiform-field" ac:schema-version="1" ac:macro-id="1d8591c5-9142-4ad6-a779-ee922959becc"><ac:parameter ac:name="fieldName">projectID</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field" ac:schema-version="1" ac:macro-id="c20ab9ce-61bf-4752-adf3-9c2ed5a0999e"><ac:parameter ac:name="fieldName">Project:(&quot;[entry.Project]&quot;)</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field" ac:schema-version="1" ac:macro-id="c3bcac2b-5324-4268-99e9-b21baa73a54b"><ac:parameter ac:name="fieldName">Requirement:(&quot;[entry.Requirement]&quot;)</ac:parameter></ac:structured-macro></p><ac:structured-macro ac:name="confiform-table" ac:schema-version="1" ac:macro-id="ee2c40ee-1a16-445a-8353-5611218a37af"><ac:parameter ac:name="formName">metadata</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><ac:structured-macro ac:name="confiform-table" ac:schema-version="1" ac:macro-id="6232ccb7-8866-4ebf-a784-184b25e03c8d"><ac:parameter ac:name="formName">requirements</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p><p>Using queryAndRender function</p><ac:structured-macro ac:name="confiform-table" ac:schema-version="1" ac:macro-id="14d09ef7-9439-4d7a-8393-596413a02b84"><ac:parameter ac:name="formName">requirements</ac:parameter><ac:rich-text-body><p><ac:structured-macro ac:name="confiform-field" ac:schema-version="1" ac:macro-id="4d6967d2-f20e-4a22-8617-23f1a5805a23"><ac:parameter ac:name="fieldName">projectID</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field" ac:schema-version="1" ac:macro-id="ef84e9e6-b902-43d8-96c9-a8d8db22a3b1"><ac:parameter ac:name="overrideLabel">Project</ac:parameter><ac:parameter ac:name="fieldName">id.queryAndRender(metadata:@self;projectID:[entry.projectID];Project;list)</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field" ac:schema-version="1" ac:macro-id="641785e5-eba1-4b18-af4c-93e7674257c1"><ac:parameter ac:name="fieldName">Requirement</ac:parameter></ac:structured-macro></p></ac:rich-text-body></ac:structured-macro><p><br /></p>

Hope it helps

PS, it could have been so much easier of you use smart fields to link the forms (having a smart dropdown to metadata form from the requirement form, for example)

Alex

All comments

John Funk

Hi Jens - Welcome to the Atlassian Community!

Moving this to the App Central group for help with Apps.

Alex Medved _ConfiForms_

Hi @Jens Kempf

Little demo with 2 options I can suggest (might be more as always with ConfiForms..., but here are two of them)

(video)

https://wiki.vertuna.com/download/attachments/178782502/Community%20-%20ConfiForms-%20Aggregation%20of%20two%20Forms.mov?version=1&modificationDate=1733323228343&api=v2

Storage format for the reference

<ac:structured-macro ac:name="confiform" ac:schema-version="1" ac:macro-id="48bb4df4-1d6c-4645-a4bf-38178700da68"><ac:parameter ac:name="formName">metadata</ac:parameter><ac:rich-text-body><p><ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="9e5ed4a2-f631-4b3b-8f4e-31ebd0740f31"><ac:parameter ac:name="fieldName">projectID</ac:parameter><ac:parameter ac:name="fieldLabel">Project ID</ac:parameter><ac:parameter ac:name="values">CR###:</ac:parameter><ac:parameter ac:name="type">text</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="fd2f498c-a311-412e-a3ea-3275b35c0fe7"><ac:parameter ac:name="fieldName">Project</ac:parameter><ac:parameter ac:name="fieldLabel">Project</ac:parameter><ac:parameter ac:name="type">text</ac:parameter></ac:structured-macro></p><ac:structured-macro ac:name="confiform-entry-register" ac:schema-version="1" ac:macro-id="1401b115-cc3b-445c-97ec-f2dbae609a8c"><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p></ac:rich-text-body></ac:structured-macro><p>All in metadata</p><ac:structured-macro ac:name="confiform-table" ac:schema-version="1" ac:macro-id="f8044c9a-3603-47dc-b7bc-b530f71ca4b2"><ac:parameter ac:name="formName">metadata</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p><ac:structured-macro ac:name="confiform" ac:schema-version="1" ac:macro-id="0e197855-0c11-40c8-a867-c9eba50df25a"><ac:parameter ac:name="formName">requirements</ac:parameter><ac:rich-text-body><p><ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="448c4ca1-1f69-4cf5-8af8-148b4d31f258"><ac:parameter ac:name="fieldName">projectID</ac:parameter><ac:parameter ac:name="fieldLabel">Project ID</ac:parameter><ac:parameter ac:name="values">CR###:</ac:parameter><ac:parameter ac:name="type">text</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="e23ebde8-a65e-4978-9a24-9f80d179de6c"><ac:parameter ac:name="fieldName">Requirement</ac:parameter><ac:parameter ac:name="fieldLabel">Requirement</ac:parameter><ac:parameter ac:name="type">text</ac:parameter></ac:structured-macro></p><ac:structured-macro ac:name="confiform-entry-register" ac:schema-version="1" ac:macro-id="9baf5cb2-794f-440e-925f-be778f3c5256"><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p></ac:rich-text-body></ac:structured-macro><p>All in requirements</p><ac:structured-macro ac:name="confiform-table" ac:schema-version="1" ac:macro-id="67861b9a-482c-4881-9791-e5fbbdfe5387"><ac:parameter ac:name="formName">requirements</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p><p>TVM - TableViewMerger</p><ac:structured-macro ac:name="confiform-table-merger" ac:schema-version="1" ac:macro-id="a6c3cc2f-dd01-4395-a386-f50d4e91052f"><ac:rich-text-body><p><ac:structured-macro ac:name="confiform-field" ac:schema-version="1" ac:macro-id="1d8591c5-9142-4ad6-a779-ee922959becc"><ac:parameter ac:name="fieldName">projectID</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field" ac:schema-version="1" ac:macro-id="c20ab9ce-61bf-4752-adf3-9c2ed5a0999e"><ac:parameter ac:name="fieldName">Project:(&quot;[entry.Project]&quot;)</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field" ac:schema-version="1" ac:macro-id="c3bcac2b-5324-4268-99e9-b21baa73a54b"><ac:parameter ac:name="fieldName">Requirement:(&quot;[entry.Requirement]&quot;)</ac:parameter></ac:structured-macro></p><ac:structured-macro ac:name="confiform-table" ac:schema-version="1" ac:macro-id="ee2c40ee-1a16-445a-8353-5611218a37af"><ac:parameter ac:name="formName">metadata</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><ac:structured-macro ac:name="confiform-table" ac:schema-version="1" ac:macro-id="6232ccb7-8866-4ebf-a784-184b25e03c8d"><ac:parameter ac:name="formName">requirements</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p><p>Using queryAndRender function</p><ac:structured-macro ac:name="confiform-table" ac:schema-version="1" ac:macro-id="14d09ef7-9439-4d7a-8393-596413a02b84"><ac:parameter ac:name="formName">requirements</ac:parameter><ac:rich-text-body><p><ac:structured-macro ac:name="confiform-field" ac:schema-version="1" ac:macro-id="4d6967d2-f20e-4a22-8617-23f1a5805a23"><ac:parameter ac:name="fieldName">projectID</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field" ac:schema-version="1" ac:macro-id="ef84e9e6-b902-43d8-96c9-a8d8db22a3b1"><ac:parameter ac:name="overrideLabel">Project</ac:parameter><ac:parameter ac:name="fieldName">id.queryAndRender(metadata:@self;projectID:[entry.projectID];Project;list)</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field" ac:schema-version="1" ac:macro-id="641785e5-eba1-4b18-af4c-93e7674257c1"><ac:parameter ac:name="fieldName">Requirement</ac:parameter></ac:structured-macro></p></ac:rich-text-body></ac:structured-macro><p><br /></p>

Hope it helps

PS, it could have been so much easier of you use smart fields to link the forms (having a smart dropdown to metadata form from the requirement form, for example)

Alex

Jens Kempf

Hi Alex,

thanks alot for your quick answer.

I would like to user the tableView for an export later.
So I need every result in a own row of the table.
The tableView Merger puts the results in one cell, thats unfortunately not usefull for my usecase.

The solution with virtual function "queryAndRender" works fine with my usecase - thank you!

But, if I do an .xls-export of my tableView, the Headline of columns shows the completly String of the "fieldName" -> "id.queryAndRender(metadata:@self;projectID:[entry.projectID];Project;list)". Is there a way to use own headlines for the columns? I'd already given an own Label for the field.

I think the implementation of the solution above is more complicated than use smarts fields in the requirement-form...

Alex Medved _ConfiForms_

You can have own labels for column headers

Screenshot 2024-12-05 at 12.40.04.png

Jens Kempf

Oh, this is an easy way to set own headers.. I could have thought of it myself - Thank you.

Sorry, but I still have one more question:
The solution with smart fields and "Lookup and set value" works fine on new entries in my form "requirments".

But how can I update existing entries? I think I should us an IFTTT:

Event: "on modified"

Choose Action to perform: "Update ConfiForms Entries by filter".

Parameters to set: Project=[entry.id.queryAndSet(metadata:<PAGEID>;projectID:[entry.projectID];Project)]

It dosn't work. Did you have an idea for the right syntax?

Thank you.

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