Auto-Update Triggering
Auto-Update Triggering
Embedded Files
What is it?
What is it?
In most cases, the value in the form is retrieved from another form or generated through calculation. From time to time, the value may change due to the source value being modified.
Auto-Update Triggering is introduced to ensure the value is getting the most updated value after the source is being modified.
Auto-Update Triggering is created for updating the value located in another form within the same application. The form which has the influence to update other’s value and where the Auto-Update Triggering should be set will be the Source Form. Target Form will be the form that contains value that is being updated. To update the value, the form creator needs to define the condition for when the trigger takes place and which widget(s) in the Target Form will be updated.
With all the settings completed, once the Source Form widget’s value changes, the correlated widget(s) in Target Form will be updated and the updated value is saved in the database. When user open the records which fulfilled the triggering rule, the widget being triggered will be updated.
How and When to use it?
How and When to use it?
Event Application
Inventory Management
How to configure it?
How to configure it?
Setup Auto-Update Triggering
Setup Auto-Update Triggering
To set up the Auto-Update Triggering, click on the Form, Auto-Update Triggering button is located on the upper-left corner of the quick setting panel.
In the setting page of Auto-Update Triggering, the form creator should select the ‘Target Form’ from the list of forms within the same app.
(Setting Page of Auto-Update Triggering)
After selecting the ‘Target Form’, the triggering rule or filter is shown and it is a required field for the Auto-Update Triggering setting.
Form creator should create the mapping between ‘Trigger Widget’ and ‘Target Widget(s)’.
For ‘Trigger Widget’, the dropdown shows the widgets on the current form and a single selection is allowed. For ‘Target Widget(s)’, the dropdown shows the widgets on the ‘Target Form’ and multiple selections are allowed.
Trigger Widget - Workflow
Trigger Widget - Workflow
The Auto-update Triggering can select workflow as the trigger point. Besides the workflow created by the form creator, DragOnce platform also provided 2 standard workflow states when a form is built. The default workflow states are ‘Saved’ and ‘Deleted’, when the record is entered into these two states, the update rule(s) will be revised and executed when the rule(s) is fulfilled.
Therefore, when ‘Workflow’ is selected as the ‘Trigger Widget’, the auto-update triggering will also perform when the user saves a new record or deletes an existing record in the Source Form.
To enable the auto-update triggering on specific workflow states, the form creator can select multiple workflow states on the top of each rule. By activating the ‘Fire Auto-Update Triggering when source form record enters specific state(s)’ and click on the button on the right with select the applicable workflow states front.
Target Widget
Target Widget
Auto-update triggering is performing an update value action towards the target widget. The prerequisite of the widget to be updated, the widget should be a mapped widget in Page Data Source or the value is set with calculation.
If a widget value is manually inputted and selected as a target widget in Auto-Update Triggering Settings, the value will be cleared and emptied.
Combine Duplicated Auto-Updates
Combine Duplicated Auto-Updates
In the setting of Auto-Update Triggering, a configuration ‘Combine duplicated auto-updates’ is pre-checked on the setting page.
The functionality of this configuration is
Determine which update rules will be applied based on the amount of matching settings.
Check ‘combine duplicated auto-updates’
Check ‘combine duplicated auto-updates’
(i.e. Fast Mode)
(i.e. Fast Mode)
Stop cascading auto-updates when:
Rule ID
Target widget (exact match)
Target record
are the same for an auto-update executed previously in the loop.
Uncheck ‘combine duplicated auto-updates’
Uncheck ‘combine duplicated auto-updates’
(i.e. Slow Mode)
(i.e. Slow Mode)
Stop cascading auto-updates when:
Trigger widget (exact match)
Trigger record
Rule ID
Target widget (exact match)
Target record
are the same for an auto-update executed previously in the loop.
Definition of Successful / Failed / Skipped Triggering
Definition of Successful / Failed / Skipped Triggering
Successful Triggering:
Successful Triggering:
With ‘Combine Duplicated Auto-Updates’:
With ‘Combine Duplicated Auto-Updates’:
Any auto-update action executed on a record, under the condition that ‘same trigger widget, trigger record, target record’ have not been the same for any previous auto-updates triggered by the same rule
Without ‘Combine Duplicated Auto-Updates’:
Without ‘Combine Duplicated Auto-Updates’:
Any auto-update action executed on a record, under the condition that ‘same trigger widget, target widget (exact match), target record’ have not been the same for any previous auto-updates triggered by the same rule
Successful Record:
Successful Record:
With ‘Combine Duplicated Auto-Updates’:
With ‘Combine Duplicated Auto-Updates’:
Records on which any successful triggering has been executed
Without ‘Combine Duplicated Auto-Updates’:
Without ‘Combine Duplicated Auto-Updates’:
Records on which any successful triggering has been executed
Failed Triggering:
Failed Triggering:
With ‘Combine Duplicated Auto-Updates’:
With ‘Combine Duplicated Auto-Updates’:
Any auto-update action failed to be executed on a record (which kind of error should be counted as ‘failed’ or be directly ignored are yet to be confirmed)
Without ‘Combine Duplicated Auto-Updates’:
Without ‘Combine Duplicated Auto-Updates’:
Any auto-update action failed to be executed on a record (which kind of error should be counted as ‘failed’ or be directly ignored are yet to be confirmed)
Failed Record:
Failed Record:
With ‘Combine Duplicated Auto-Updates’:
With ‘Combine Duplicated Auto-Updates’:
Records on which there has been any failed triggering
Without ‘Combine Duplicated Auto-Updates’:
Without ‘Combine Duplicated Auto-Updates’:
Records on which there has been any failed triggering
Duplicated Triggering:
Duplicated Triggering:
With ‘Combine Duplicated Auto-Updates’:
With ‘Combine Duplicated Auto-Updates’:
Any auto-update skipped to execute due to duplication in looping
Without ‘Combine Duplicated Auto-Updates’:
Without ‘Combine Duplicated Auto-Updates’:
Any auto-update skipped to execute due to duplication in looping
Permission Checking
Permission Checking
Auto-Update Triggering is performed regardless of the user role of the action taker, once the user is accessible to the trigger widget’s form and the changes performed will trigger the auto-update, regardless of the user’s accessibility to the target form.
As the action taker of the Auto-Update Triggering will be considered as System and System has all the run time user role.
(Activity Log in Trigger Form)
Information !
When Auto-Update Triggering is performed, the target value is immediately updated in the database and the action is not reversible. The value previously stored will be replaced by the updated value.
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