Data Aggregation with ConfiForms TableView Merger and Smart Multi-Row

duswill91 July 18, 2022

Hello,

I was wondering if there's a way to aggregate data via TableView Merger stored in smart multi-rows. I created two forms: one is the smart multi-row base and the "parent" form.

What I would like to do now is count the occurrences of distinct values in a field in the smart multi-row form while still being able to filter the data of the parent form (by the "Group" field).

I created this basic example, showcasing what I'm trying to accomplish and would be grateful for any help or ideas. One idea I had would be to just add another hidden "Group" field to the smart multi-row form and create a rule which sets the record value to the corresponding group, but I would prefer if I didn't have to take this detour.

<ac:structured-macro ac:macro-id="81dae695-9d08-4239-bc9a-decc915098ed" ac:name="confiform" ac:schema-version="1">
<ac:parameter ac:name="formName">SMR</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="c36550d4-7258-4761-9547-34f6bb30aa93" ac:name="confiform-entry-register" ac:schema-version="1">
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<p>
<ac:structured-macro ac:macro-id="a113ba09-3936-4389-b8eb-163464942cf5" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">Customer</ac:parameter>
<ac:parameter ac:name="fieldLabel">Customer</ac:parameter>
<ac:parameter ac:name="type">text</ac:parameter>
</ac:structured-macro>
</p>
<p>
<ac:structured-macro ac:macro-id="71dc12b6-5bff-409c-b140-b287c3ebda01" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">Contact</ac:parameter>
<ac:parameter ac:name="fieldLabel">Contact</ac:parameter>
<ac:parameter ac:name="type">text</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="cf5828cc-7127-4b1f-862d-4336e2861b90" ac:name="confiform" ac:schema-version="1">
<ac:parameter ac:name="formName">Testing</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="b7dce2e1-3be7-4227-b234-2e51060ff7ea" ac:name="confiform-entry-register" ac:schema-version="1">
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<ac:structured-macro ac:macro-id="1e5a0779-90c2-459e-bfaa-5f9655e3ee51" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">Group</ac:parameter>
<ac:parameter ac:name="fieldLabel">Group</ac:parameter>
<ac:parameter ac:name="type">text</ac:parameter>
</ac:structured-macro>
</p>
<ac:structured-macro ac:macro-id="965c3561-a92a-4472-97bf-04d48aca9518" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">SMR</ac:parameter>
<ac:parameter ac:name="fieldLabel">SMR</ac:parameter>
<ac:parameter ac:name="values">[747909915:SMR]Contact,Customer,</ac:parameter>
<ac:parameter ac:name="type">smartmultirow</ac:parameter>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="10d546b5-c9b9-41d0-89b7-c2109280e8b9" ac:name="confiform-table-merger" ac:schema-version="1">
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="846dbb12-352b-4368-a975-d0ac2f9256eb" ac:name="confiform-field" ac:schema-version="1">
<ac:parameter ac:name="fieldName">SMR.SMR.Customer</ac:parameter>
</ac:structured-macro>
</p>
<p>
<ac:structured-macro ac:macro-id="be57026a-209f-4821-a173-f574625315a4" ac:name="confiform-field" ac:schema-version="1">
<ac:parameter ac:name="fieldName">Count:([count])</ac:parameter>
</ac:structured-macro>
</p>
<ac:structured-macro ac:macro-id="3d55d58b-a789-4767-b06a-61df1dec5f44" ac:name="confiform-table" ac:schema-version="1">
<ac:parameter ac:name="formName">Testing</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>

  Thank you and cheers

1 answer

1 accepted

0 votes
Answer accepted
duswill91 July 19, 2022

It was actually quite easy, just needed to activate the "flatten" option in the TableView Merger.

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