How to paste value from a Collection to another one?

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replied on January 7, 2018 • Show version history

Hi.

Yes this is more than possible.

You first of all have to link up a SQL database to your forms process.

Secondly you need to tell form A to look to a table in the database.

Then tell form B to populate from that table. You need to use lookup rules to do this, within forms.

Then, you need a Workflow to move data around from the forms side of things into SQL. (Depending on your business process you will also need a function in the Workflow to keep the data live, an update feature if you will).

I am not sure if there are any alternatives to this, but this is the way I handle things if a Form needs to be populated as you stated above.

This is a rather complex solution and I would not recommend doing this alone as a first time user of any of these Laserfiche components!

Good luck.

- De Wet

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View 6 previous replies

replied on January 8, 2018

Thank you De Wet Van Der Merwe, i'm going to try this.

Regards

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replied on January 9, 2018

A pleasure Olivier!

If you are having troubles with lookup rules, etc. - refer to your Laserfiche Web Help, it is like an atlas!

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replied on January 9, 2018

Hi De Wet Van Der Merwe,

I tried to use database but I don't really understand how this could help me.

I created a base "user" (for example) with 2 records (BACCINO and LAGUERRE) and tried to add them in my collection B.

This is what I have.

Or this is what I want.

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replied on January 9, 2018

Hi,

In Forms you need to add a Database to your current project.

Like I said initially, I would not recommend for you to try this without any proper supervision or a helping hand, it is very hard to understand and setup the entire lookup process alone. - Especially if it is your first time.

In Forms, top right corner, there is a button "Administration" click that. Then navigate to "Data Sources" which is 2nd from the top.

Here, you will see a list of all your Data Sources. Click on the one where you know your table will be.

Then, you will require a Workflow to insert and update the data into SQL. This requires even more configuration.

Then eventually you will be able to submit a form and have its data repopulate on another.

I repeat myself, don't attempt it alone. I would highly recommend you ask somebody that knows how SQL etc. operates. You could destroy data or perhaps other processes if something was improperly configured.

Have a good one!

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replied on January 10, 2018

Hi,

I could create a database and add it in Laserfiche Form.

I could create a workflow to populate, update and look up the database.

But I don't understand how can I have X lines for X records in my collection. Like I said, I have 1 line with X values. This is not what I want.

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replied on January 10, 2018

Look at what I have attached.

If you tell me you have built a Workflow that can successfully populate table A with data from form A, the rest should be rather easy.

Don't add your values as suggestions in forms. Add lookup rules!

See attached, let me know if that helps, if not tell me and I will try to check out what you have built.

Progress Report Lookup Rules.png (108.21 KB)

| Download

Progress Report Form.png (51.42 KB)

| Download

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replied on January 14, 2018

Hi Olivier!

Did you get your Form to populate successfully?

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replied on January 22, 2018

Hi De Wet Van Der Merwe,

Sorry for the late. Thanks for your help.

It's working.

I didn't see that I should check "as new sets"

But, do I really need a database for that?

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replied on January 23, 2018

Hi!

No problem.

Well, yes and no.

The database is powerful for two big reasons: Archiving and making 100% sure your data is always going to be accurate.

You COULD pass the information from form to form using user tasks in your process diagram.

I simply prefer it this way - it is a more powerful way of managing data.

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