How do you make content automatically be removed from a tableview.

Dena Ahlers
Contributor
November 5, 2023

I have a view of all the tasks that are being worked on.  I want to create a macro that once a status of complete is selected in the dropdown of choices it will no longer show in the table view with the active tasks.  I'm looking at the  ConfiForms IFTTT Integration Rules, OnModifiedn but I'm not sure how to get this to work.  Any advice is greatly appreciated

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Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 5, 2023

Hi @Dena Ahlers 

All you have to do is to set a filter on the TableView to include only the data you want

Screenshot 2023-11-06 at 09.55.13.png

Alex

Dena Ahlers
Contributor
November 6, 2023

Thanks Alex, 

I'll give that a try!

Dena Ahlers
Contributor
November 6, 2023

Thank you again, I was able to do what I needed with the filter, greatly appreciate the help!  Have a great week

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Dena Ahlers
Contributor
November 10, 2023

Alex Medved _ConfiForms_ Alex you were such a huge help with my last issue I'm wondering if you could help me with another question.  I have one form set up that lists different escalation levels per the type of role is assigned.

Then I have another form that lists our users, their team, roles etc.  I would like to have this escalation role automatically shown when the role is selected (since the role and escalation level work together on the first form).  Would I use a ConfiForm Field Definition Rule for this, and if so, would you know what or how I would set this up to pull this information when the role is selected?

Thank you for any advice you can provide

Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 10, 2023

Yes, you are absolutely correct about the using of "ConfiForms Field Definition Rule"

Are your forms connected via a smart field?

Little demo and it's pretty simple: http://recordit.co/X3HEOYhzUS

Alex

Dena Ahlers
Contributor
November 14, 2023

Thank you again Alex!!

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