Looking for a value from another form

Andrzej February 18, 2025

Hi, 

I need to assign a value from another form and display it in a table.

For example, once a record is submitted in Form A, I want it to be displayed automatically in Form B.

However, I don't want to select the value using a smart classifier—I need it to be assigned automatically.

To give you a specific use case, I have two forms: WniosekoPrzeniesienieLimitu and CreateNewVacat. I added a smart classifier to the WniosekoPrzeniesienieLimitu form, and right now, I can select MPK manually. I just need this process to happen automatically (maybe also linking specific rows via some 'key' from form A to B and assigning different values between forms A and B - if possible).

How can I achieve this?   

 

1.PNG

1 answer

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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.
February 18, 2025

Use Lookup and Set rule to lookup a correct row from another form

Andrzej February 18, 2025

Can you help me to set Lookup and Set in my case? I can provide all the ditails

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.
February 18, 2025

What value it should set? What is the (business) rule or filter?

Andrzej February 18, 2025

It should set the same value as is in the other form - nothing more.

In my case it's autonumber field which is my ID. And I want it to display also in another form.

 

Form Name: CreateNewVacat

The field I want to duplicate:

2.PNG

 

And I want to copy it to:

Form Name; EmployeeAllocation

into field;

 3.PNG

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.
February 18, 2025

How do these screenshots play together with a smart classifier field that you have mentioned?

This is so complicated... 

Andrzej February 18, 2025

The first classifier was just to demonstrate what I would like to achieve (test form)

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.
February 18, 2025

Oh, OK... what is the rule for the lookup? Which record it should lookup/find?

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