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Question

Question

Lookup Rules Don't Work on Copied Form

asked on September 11, 2017 Show version history

Has anyone else experienced lookup rules not working after copying a form?  I have a weekly form that has much the same content as its monthly counterpart.  So I copied the weekly, made changes to the form name, process name, and form title to reflect the monthly status.  Then I removed several fields that had field rules but no lookup rules.  With the form base now set for the addition of other monthly fields, I went to test the lookups in preview and found that only one of my four lookups worked.

The lookup that works only has one WHEN condition.  The others have two WHEN conditions.  Deleting the first rule with the dual condition and recreating it fixed the other lookups, but why did they stop working in the first place?

Thoughts?

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Answer

SELECTED ANSWER
replied on September 12, 2017

Hi Michelle,

In your case that lookup rule does not work, is the auto fill button presented in correct place? There is a known issue fixed in Forms 10.2.1 update 1 that auto fill button didn't show up correctly after copy process. The issue might happen if the fields order was changed when editing form. The workaround is to remove lookup rule and create a new one, just as what you have done.

But we can't tell whether the issue is the same as yours. If you want to confirm whether your issue could be fixed in 10.2.1, can you open a support case and provide the database or process to us? Sorry for the inconvenience.

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Replies

replied on September 11, 2017

Hi Michelle,

You mentioned that you updated the "process name", and I got confused on that since the copied form should be on the same process as the original one. So it looked like you actually copied a process? Did you copy on the form layout page or on the manage page?

Also I tried both copy form and copy process, lookup rules still work when there are two conditions. Can you give more description on how your lookup rule was configured? Which kind of fields are used? Are the rules related with table/collection?

And which version of Forms are you using?

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replied on September 12, 2017

Rui,  Yes, I copied the process from the manage page.  Using Forms version 10.2.0.789.

Fields being filled by look up are single line text fields.  The first and second lookup rules were not firing, but the third (which filled a table) was.

9-12-17 LU rules.PNG
9-12-17 LU rules2.PNG
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SELECTED ANSWER
replied on September 12, 2017

Hi Michelle,

In your case that lookup rule does not work, is the auto fill button presented in correct place? There is a known issue fixed in Forms 10.2.1 update 1 that auto fill button didn't show up correctly after copy process. The issue might happen if the fields order was changed when editing form. The workaround is to remove lookup rule and create a new one, just as what you have done.

But we can't tell whether the issue is the same as yours. If you want to confirm whether your issue could be fixed in 10.2.1, can you open a support case and provide the database or process to us? Sorry for the inconvenience.

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replied on September 13, 2017

Rui, there was no Auto Fill button when I first went to use the form. (Before I deleted and recreated the rule.)  I guess that's the easy way to determine that it's associated with the issue fixed by 10.2.1? 

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