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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!

Alex,

Quick question: What if instead of two Confiforms, you used one and created an onModified IFTTT rule. Could you create all the same fields from Form 2 in Form 1 and create a separate registration form that could pull in the entry ID and Jira issue key from the first part of the confiform submission and once the second part is modified it would update both the ConfiForm record and Jira issue?

I am also unclear how to store and recall the Jira issue key and ConfiForm entry ID.

 

Thanks for the help!

Not sure I understand really... but the form cannot be partially submitted (unless you have non compulsory fields you want to update later)

And of course, you can alway trigger an update to Jira issue form ConfiForms, as long as you know (have stored) the issue key of the issue you want to update

Alex

At the moment, I do not have any required fields for the submission of the form. The form requires one person to fill it out and another person to approve and fill in some other data. It should be one complete record.

I have been looking for documentation on how to store the issue key and reference the confiform entry id for the onModified IFTTT rules, can point me the right direction?

Like Matthew Fulton likes this

I appreciate the help on the Jira question.

 

How would an OnModified IFTTT rule allow the second user to select the record they want to update, then update the fields needed and save the record back. Can you use the smart dropdown function to select the record and then set the key=value pairs in the parameters section?

There seems to be limited information about the use of the OnModified IFTTT rule used in conjunction with the update/create confiform entry? 

User selects the record to modify himself... rule execution is the result of the form submit. In other words you edit the record and as a result it executes all the (IFTTT) handlers you have configured

I am sorry, I dont get the question about smart dropdown... Neither do I get the context of your last question.

What exactly are you trying to do?

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