Question

Form Collection Field to fill Applicant from one Lookup and Cost from another Lookup

Forms Version 10

Updated February 5, 2020

asked on February 3, 2020 • Show version history

How can I get my form's collection field to fill the Applicant from one lookup (orders$) and the cost of the applicant's orders from another lookup (itemcost$)?

Applicant1 (list their 3 items ordered and their costs in a small table for this applicant)
Applicant2 (list their 2 items orders and their costs in a small table for this applicant)
(and continue prefilling all the applicants orders until the look up finishes listing all the applicants)

Each collection (per applicant) will have to fill from 2 separate lookup lists:

The applicant's name and each order from one look up (Order SQL list)
The item costs from another look up (product SQL list)

Somehow, I'm not getting this right:

ACTUALLY: What's not working, is it is not prefilling with the applicant and the applicant's orders. The second part is working, the tree price will fill in after I manually add an applicant and a tree.

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replied on February 4, 2020

Without a condition on your First lookup, The fill would only be putting all of field values into a single field.

The condition would identify what value to target for it to create a separate Collection for each return.

You may also have to change the Collection Settings to Append the data from the lookup if that is not working

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View 3 previous replies

replied on February 5, 2020 • Show version history

Thanks for responding, Steve! I did have a condition in there and it was not working, it said something about cannot have the Applicant in twice (Applicant was the condition and Applicant was one of the fill items, as well) so I took it out. I've now looked at the other conditions and cannot decide which one would work.

I have now checked on the Append sets that you mentioned. The report now doesn't bring any rows up. Not having the condition filled in is probably why.

So, what condition would make the list populate?

I do have an Order ID that matches up. For instance, Order ID#3966 has four rows because John Doe ordered four different items on his application. So, I will need it to populate with four rows for John Doe, three rows for Jane Doe since she ordered three things, etc.

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replied on February 5, 2020

Couple of Questions. DO the Order Numbers appear somewhere on the Form so they can be used in the Lookup?

As you appear to have two Applicants, with different Order Numbers, what is the scenario/relationship that you are attempting to pull their information together on the same form (unless I read that wrong)

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replied on February 5, 2020

Oh, Progress!! :) And it answers your first question! I'm getting it to fill in the Order ID # now, but it is not filling in the rest. PLUS, it is not keeping each order # together. Each line item is being considered one collection field. I would like each Order ID to be one collection. Oh, and there are probably/maybe 20 applicants with orders.

This is what I have now in the look up rules:

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replied on February 5, 2020

Yes, the Fields Repeat as a new Collection, not within a Collection. Unfortunately what you are looking for would require a Table within a Collection which is not supported or you would just have to use a Table but then all of the rows would run together, and not have a defined separation by Order. There might be something Funky that could be done with JS to highlight the First Row of a New Order, but that's a little beyond me presently.

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replied on February 5, 2020

As far as your Lookup goes, click the As New Set next to the other rows as well as they should populate within the ROW as well

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replied on February 5, 2020

Oh, and I see the "as new sets" makes it prefill each line:

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replied on February 5, 2020

Thanks, Steve. New Question: Should this be a table? Or just the single fields set to be side-by-side?

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replied on February 5, 2020

As you can see, I'm struggling to get all the fields onto one line, instead of wrapping like this. Even when I widen the form to another 50%, these six fields stay separated as four on the first line and two underneath! :(

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replied on February 5, 2020

Hi Connie

It is typical with a Collection that the Field Labels get repeated with each Repeat.

As you said you want all of the fields on the same line anyways, and if you don't want the labels to repeat, then a Table would appear to work fine, and you would have the same options to apply with your lookups

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replied on February 5, 2020

If you want to stay with the collection, the field position can be fixed with some CSS

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Form Collection Field to fill Applicant from one Lookup and Cost from another Lookup

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