Show record summary in add notes field of another form
Here is our approach to show record summary in add notes field of another form
Our Assumption
1. We assume that you have 2 forms. Daily Nursery Log and Nursery Action Log (stateless)
2. Also you have notes field in stateless form
Approach
We've given the steps to show record summary in add notes field of another form
1. Create workflow on user input of stateless form
1.1 Go to Workflow section and tap on "New Workflow"
1.2 Give conditions for workflow as mentioned in the below image and tap on "Create Workflow"
2.3 Tap on "Add New Action"
2.4 Choose "Deluge Script" as Action Type
2.5 Copy and paste the below code in the Code Snippet and tap on "Save"
Code Snippet
Related Community Question
Fetch a range a records based on criteria and insert each record as a string into multiple form fields | Link
See the most recent attempt below. Basically I've found lots of info on fetching data but not too clear on how to then put it into form fields when you're fetching a range.
I would like my users to be able to see the three previous entries into this form (Daily_Nursery_Log), when they are adding a record in this stateless form(Nursery_Action_Log).
I thought it would be easier to input the key fields as one single line field combined, as you can see below. But that is not a requirment.
I've tried a ton of things based on zoho how -to pages. What's the best way to do this? I cannot create a subform because this is a stateless form.
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Rec=list(Record_1,Record_2,Record_3);
y = Daily_Nursery_Log[ID == input.Accession_Number] sort by Action_Date desc range from 1 to 3;
For each x in y
input.Rec= x.Nursery_Name + "-" + x.Action_Date + "-" + x.Action_field + "- Qty :" + x.Number_Containers + "Size :" + x.Container_Size + "Bench :" + x.Bench_Location;
