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ConfiForms: Create/Update ConfiForm Entry issue with Updating Entry with New Fields

I have a workflow process that I would like to use ConfiForms to solve.

I have two forms:

Form1 - used to submit a request for processing by the team, creates a Jira ticket so manager can track progress of tickets. Several fields need to be filled out for the team also creates a confiform entry.

Form 2 - Allows team to accept or reject the request for process. Fill out information related to the request, these fields should update/append the original ConfiForm entry that was submitted. It will be used to update the Jira ticket related to the confiform submission and finally create a page a with all the details of the created and updated confiform.

My problem is that Form 2 needs to be able to select the Submitted Confiform and Jira ticket to update. I have several different ways to make this happen and I am at a loss.

Any suggestions welcome.

1 answer

1 accepted

Hi

You need to connect the forms together - and this is where ConfiForms smart fields could help.

A smart dropdown could be the option to start with and this needs to be in Form2 pointing at some field in Form1 (the field that identifies original request)

By having a smart field linking 2 forms you can easily access ANY data from Form1 while being in Form2. Of course, your Form1 should store back the Jira issue key when it was created, so the Form2 can later reference that (through smart field, accessing this Jira field in Form1) when it needs to update the Jira from Form2

Alex

This proved to be the best way to do it! Thanks!

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