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Confiform ListView and TableView for Request/Approval Workflow

Bryan Edward Esteves
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Apr 13, 2023

Hi,

I am new in using confiform so please bear with me if my questions are actually simple. :)

I am trying to create a request/approval workflow.

I have already created the form with the necessary fields.

When displaying the records of the form, I am trying to use the list view together with the table view but I am having some issues displaying distinct records. the list of records are displayed corerctly based on the id but the table view is using the record of only 1 of the records for all id's. Please see image belowworkflow.JPG

I also want to add features such as Approval Status and Approver, wherein the approver can change the Status between pending (default upon record entry), approved, and disapproved. I am looking into the IFMatches View Helper to use for this but I'm confused how the Approval Statuss field should be defined, and how the IFMatches should be configured.

 

Thank You!

Bry

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Bryan Edward Esteves
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Apr 13, 2023 • edited

SOLVED

Alex Medved _ConfiForms_
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Apr 14, 2023

Hi @Bryan Edward Esteves 

Just noticed your question.. and the resolution :-)

Glad you have solved this yourself. (Basically you need an inner view, the TableView, to be filtered dynamically... you can reference values of the "outer view" record via [entry.field_name] notations and use those in the "filter to apply on dataset" parameter for the TableView macro)

Alex

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