Dmitry Vodovatov asked 1 year ago
Hi, community! Form A 'Projects' (contain Name and Status field) and Form B 'Related Project Tasks'. Form B contain dropdown dynamic (or lookup) field with Form A Name, and automatically populate Status field from Form A. When the Status in Form A changes, it changes in all entries in form B in which Form A Name and Status was selected in the field Example,
The problem is that the Lookup field (Name and Status) in Form B is not automatically updated
I drew a diagram - 3 stages of the form actions and relations.
Any idea?
Bobby Clapp answered 1 year ago
The only way this happens in my mind is with the frm_after_udpate_entry hook: https://formidableforms.com/knowledgebase/frm_after_update_entry/#kb-automatically-update-a-field-in-another-form
Dmitry Vodovatov
replied 1 year ago Hi, Bobby! Thank you very much for the response!
I know this hook. Unfortunately, my issue is to start a bulk action with entries of FORM B after editing one entry of FORM A. There are form "Plan" and form "Tasks". When you create an entries in Form "Task", you select the Plan (in dropdown field) to which it belongs. After you delete the Plan entry, all associated Tasks are deleted as well.
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Bobby Clapp
What’s your question?
Hi, Walter. How automatically sync Project 01 status in Form B (Task 1 and Task 2) if Project 01 Status in Form A has been changed? But do not change Task 3, because it is associated with the Project 02 across the lookup field
What kind of lookup field did you choose to use? Are you aware that there are two types, Dynamic vs. Lookup?
From what you describe, it sounds like you should be using Dynamic. It's important to know the difference between the two. If you use Dynamic and the value changes in the lookup, it changes everywhere that value has been selected because a Dynamic field is a link to the lookup record just as there world be in a relational database design. Lookup fields only store textual content, not a link relationship. See this: https://formidableforms.com/knowledgebase/dynamic-vs-lookup-fields/
<p>Victor, the problem is that I need to synchronize the Status field in Form B based on what is selected in the Name field. If Plan 1 is selected in Form B entry, the Status set as in Form A Plan 1 entry. Synchronizing the Name dynamic field works great, but how do I synchronize my Status at the same time (and automatically)? Take a look at the diagram I drew. There are three stages of status change. I did not see such synchronization in Formidable knowledge databases and Formidable Masterminds site</p><p>In fact - I need to synchronize dynamically 2 fields, not one</p>