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. 

[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 

[John Funk]

Hi Jens - Welcome to the Atlassian Community!

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