Update Form

Definition

This action will be used to update Form Fields on already fulfilled Forms with information collected from Variables and manually entered Values.

Instructions

Drag and drop the Update Form action from the list on the left into the diagram, under the correspondent “+” icon.

Update Form

Customize the name and description of the action on the Step Properties panel to the right.

Configure

To establish which Variable will update each Form Field, click on Configure.

Select the Form Template under which the forms you are searching for were created.

Form Search Conditions

In order to establish de Form Search Conditions, click on the first tab, then + New Condition.

Select the first Data Source of your comparison line.

• WF Variable: Variables created inside the Workflow you are working on
• Form Fields: Fields from the Form Template you selected
• Data Set Variable: This option will only be available if the Action is inside a Loop

Select the correspondent Variable or Field.

Select the type of comparison you want to apply between sources. 

The comparison options available on the drop-down list will be subjected to the type of data contained on the first field.

• = : Equal
• <> : Not Equal
• > : Greater Than
• < : Less Than
• >= : Greater Than or Equal
• <= : Less Than or Equal
• Range
• contains
• notcontains
• begins with
• ends with

 Select the second source for comparison.

• WF Variable: Variables created inside the Workflow you are working on
• Value: Compare it with a specific value

Select the correspondent Variable or type in the Value.

• You can add more comparison lines by clicking on the + New Condition and remove them by selecting it on the left side of the item and clicking on Remove Condition.
• If you need to change the primary source of the comparison, select a different Form Template on the top and all linked comparisons will disappear from the screen.

Operators

When more than one line of comparison is added, they can be separated with operators in order to indicate the server exactly what needs to be searched and compared, as well as in which order.

• And: all comparisons, or set of comparisons, followed by AND need to be TRUE in order for the query to be TRUE 
• Or: if at least one of the comparisons, or set of comparisons, followed by OR is TRUE, the query will be TRUE
• Parenthesis: are available in case you need to set priority between the different lines or set of lines. Once you open parenthesis at the beginning of a line, it needs to be closed at the end of the same line or at the end of the group of lines you would like to prioritize.

Map Workflow Variables to Form Fields

In order to set which sources will update each Form Field, go to the Map Workflow Variables to Form Fields tab and then click on + New Mapping.

Select the Data Source that will fulfill the Form Field.

• WF Variable: Variables created inside the Workflow you are working on
• Value: Compare it with a specific value
• Data Set Variable: This option will only be available when the Action is inside a Loop

Select the Form Field you would like to assign that source to.

Then select the correspondent Variable or type in the Value.

• Each relation will be added on a new line by clicking on + Add Mapping.
• Lines can be deleted by selecting the item on the left and then clicking on Remove Mapping.    

After both tabs have been completed, click on Save to commit the changes and return to the workflow diagram.