How to Prevent Confiforms Edit Control in TableView Clears the Original Input?

[Aster]

We have put a Edit Control macro in TableView for users to edit existing records, but when we try to edit the entries, some of the fields in the form got cleaned up and have to input again, which is strange.

Wondering if there's any setting we missed for the specific fields?

Thanks!

[Alex Medved _ConfiForms_ · Accepted solution]

Hi

This absolutely not a normal behavior 

Do you have some Field Definition rules configured in your form?

Alex

[Aster]

Hi Alex,

The field type of the fields that get reset is Smart Dropdown and those fields have been applied rules to get the dropdown values from the other form.

We have the other form like:
Project A - Owner 1
Project A - Owner 2
Project B - Owner 3
Project B - Owner 4

When users input Project A and the rule will make the Smart Dropdown options limit to Owner 1 and 2.

[Alex Medved _ConfiForms_]

So, you rules on the fields kick in and reset the values in the record when you open it for edit?

[Aster]

I am not sure. In the above example, if we have an entry with Project A and Owner 2 on it, then, when editing, the Project A is there, but the Owner field gets reset back to blank, which we have to choose again from Owner 1 and 2.

[Alex Medved _ConfiForms_]

So, you are saying that on edit your data is reset and you have the field definition rules that do just that... probably you need to remove your rules then... to make it work as it is designed or fix the rules not to reset the data when they should not

[Aster]

But the rule is actually only a filter to limit the options in dropdown menu. We do not specify anything to reset the data. Any suggestion on how the rule can be fixed?

[Alex Medved _ConfiForms_]

Could you share the storage format for this form/rule? Hard to tell without seeing the actual configuration

May be the quick fix will be to set the rule to react only on user action... if that option is not selected already

[Aster]

Here's the storage format for this field and rule:

<ac:structured-macro ac:macro-id="8cb354c5-2016-4c1f-9e69-0bbc94394545" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="css">width:120px</ac:parameter>
<ac:parameter ac:name="fieldName">Project</ac:parameter>
<ac:parameter ac:name="fieldLabel">Project</ac:parameter>
<ac:parameter ac:name="values">[1028427520|ApproverList|ProjectList|false|false|]</ac:parameter>
<ac:parameter ac:name="extras">label;false</ac:parameter>
<ac:parameter ac:name="type">smartselect</ac:parameter>
<ac:parameter ac:name="required">true</ac:parameter>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="8e533273-8dae-4d2d-afeb-876c2eae84d8" ac:name="confiform-field-definition-rules" ac:schema-version="1">
<ac:parameter ac:name="fieldName">Project</ac:parameter>
<ac:parameter ac:name="values">ODMList:[entry.ODM]</ac:parameter>
<ac:parameter ac:name="action">Apply Filter on a field</ac:parameter>
<ac:parameter ac:name="onUserActionOnly">true</ac:parameter>
<ac:parameter ac:name="actionFieldName">ODM</ac:parameter>
<ac:parameter ac:name="values2">courselist:21234088</ac:parameter>
</ac:structured-macro>

We are using a simple form to limit the Project options if a ODM is selected.

Just tried to react only on user action, but it didn't work...

[Alex Medved _ConfiForms_]

Do you have any other rules in the form?

As this is what I see when I set up a form with your configuration

http://recordit.co/wfIlXIrm6r

Alex

[Aster]

That's weird... We have so many other rules in the form. But the above one is the only one related to the field that gets reset.

[Aster]

I forgot to mention that it even shows a value that's not in our form anymore when the "Execute only on user action" is selected.

[Alex Medved _ConfiForms_]

That is no possible to be honest, as it only can show the data that IS in the source form or less (filtered)

[Aster]

But it does happen... We have even used the "Cleanup API" on the source form to make sure no obsolete values left...

[Alex Medved _ConfiForms_]

Could you share the complete form or the part ogf the form to reproduce this issue?

[Aster]

OH!!! I found a hidden value in the source form!

The field type of the Project field in the source form was a dropdown, and we changed it to text later. However, the obsolete value "t e s t" didn't get removed at that time.

After setting the field type back to dropdown and deleting the obsolete value, I changed the field type to text again now. And it works!! The field will not get reset when editing now.

Thank you, Alex. Appreciate your help!