Associated Form

1. Associated Form

1.1 What Is an Associated Form

The associated form component links data from other forms and populates that data into components in the current form. It also supports filtering when retrieving data from the associated form. Associated form component Note: In the latest version, the associated form supports forms across apps.

1.2 Use Cases

View data from another form in the current form and open it with a single click.

2. Association Attributes

2.1 Associated Form and Displayed Content

Link to other regular forms and workflow forms.

Association attributes Display settings

2.1.1 Displayed Information of the Associated Form (Primary and Secondary Information)

Primary and secondary information are used to display and search data in the dropdown list of the associated form component. Set primary and secondary information

Primary information can be used for search when data is submitted. Only text input components are currently supported (including serial numbers). Secondary information can be any form component.
Display settings are required when data is submitted. If the serial number feature is enabled, primary information shows the serial number by default. Change it as needed.

Note: If the serial number feature is enabled and no value is entered, the serial number is used by default.

2.1.2 Multiselect Mode

The associated form supports both single-select and multiselect modes. Single-select is the default (multiselect mode is off). Multiselect mode Note: Data filling is supported in single-select mode only. It is not supported in multiselect mode.

2.1.3 Data Filling

In addition to selecting data from another form, data filling copies fields from the selected associated record into fields of the current form.

Data filling

When setting filling conditions, define multiple conditions for the same field in the dialog box that appears.

Note: If the associated form is used together with a subform, only single-record data formula linkage is supported. Populating a subform with multiple records is not supported.

Due to differences in data structures, field mapping restrictions apply, as shown in the following table:

Field mapping for data filling

Field type in the associated form	Selectable field type in the current form
Select	Select, Dropdown Select, Single-line text, Numerical
Dropdown Select	Select, Dropdown Select, Single-line text, Numerical
Multiselect	Multiselect, Dropdown Multiselect, Numerical
Dropdown Multiselect	Multiselect, Dropdown Multiselect, Numerical
Single-line text	Select, Dropdown Select, Single-line text, Multi-line text, Numerical
Multi-line text	Select, Dropdown Select, Single-line text, Multi-line text, Numerical
Other types (such as Address)	Same type only (such as Address)
[System field] Instance ID (currently supported only for subform filling)	Single-line text

2.1.4 Allow Creating Records in the Associated Form

The associated form component allows record creation by default, which means a Create button appears in the selection dropdown and on the management page. Create a record in the associated form

Workflow forms do not support record creation.

① Management page of the associated form Filter and search data in the associated form. This page works as the data management page of that form.

2.1.5 Data Filtering

Data filtering predefines filter conditions to limit the range of data visible during data submission. Data filtering ① Set filter conditions

Two types are available: value and field.

Value: a fixed value. Enter or select the value in the input box or control on the right. Field: the condition changes dynamically based on the value of a field on the current page, which affects the dropdown list and search results. Note:

Associated data that is already selected is not affected by condition changes, and it is not cleared when the conditions are no longer met.
Each field supports only one set of filter conditions. Some components, such as date range, support separate range conditions.

② Field restrictions for filter conditions Due to system restrictions, not all fields support search or can be used as field filter conditions. The following tables list the components that do not support search and the field mapping for the field filter type. Components that do not support search

Component name	Component identifier
Subform	TableField
Rich Text	EditorField
Associated form	AssociationFormField
Other fields excluded from search in the page settings

Field mapping for field type conditions

Field type in the associated form	Selectable field type in the current form
Select	Select, Dropdown Select, Single-line text, Numerical
Dropdown Select	Select, Dropdown Select, Single-line text, Numerical
Multiselect	Multiselect, Dropdown Multiselect
Dropdown Multiselect	Multiselect, Dropdown Multiselect
Single-line text	Select, Dropdown Select, Single-line text, Multi-line text, Numerical
Multi-line text	Select, Dropdown Select, Single-line text, Multi-line text, Numerical
Other types (such as Address)	Same type only (such as Address)

Note: A field with filter conditions no longer appears in the list of available search fields.

3. Submitting Associated Form Data and Viewing Details

Keep the following in mind when you submit a page that contains the associated form component after filling it in according to the configured data filtering and filling conditions:

If the associated page is a form page, all submitted data is available for selection.
If the associated page is a workflow page, submitted data is available for selection only after the approval is complete.

After submission on a PC

On the details page, click the associated form field to open the details page of the associated instance.

Note: If the primary information field in the associated form has no data, the FINST ID of that data instance is displayed instead. It also appears as a blue hyperlink that opens the details page. After submission on a mobile device:

On the mobile details page, an arrow icon to the right of the associated form component indicates that the record can be opened.

4. Data Format

[
  {
    appType: 'APP_XOXRQ4842LVM51RRJC7N',
    formType: 'receipt',
    formUuid: 'FORM-DFYJ319VV0ILV3BW1C8HHBHHJPXI3X095L5IK1',
    instanceId: 'FINST-DFYJ319VD4IL2SMEZH8Q63MY7UR3302NRL5IK1',
    subTitle: 'BB',
    title: 'AA',
  }
]

6. FAQ

Q: What is the difference between an associated form and associating data from other forms?

The associated form is more powerful and will gradually replace the older feature. Do not continue using the feature that links data from other forms.

Q: Why can't an associated form reference components in a subform?

This is not supported yet.

Q: Can I select an associated form component for data linkage?

This is not supported yet.

Q: How do I assign a value to an associated form component with JS?

Procedure:Copy the following code and modify it as needed:

this.$('associationFormComponentId').setValue(
[
  {
    appType: 'APP_XOXRQ4842LVM51RRJC7N',  // App code
    formType: 'receipt',    // Type of form bound to the associated form component: receipt or process
    formUuid: 'FORM-DFYJ319VV0ILV3BW1C8HHBHHJPXI3X095L5IK1',  // Unique form ID
    instanceId: 'FINST-DFYJ319VD4IL2SMEZH8Q63MY7UR3302NRL5IK1',  // ID of the associated data instance
    subTitle: 'BB',  // Secondary information field
    title: 'AA',  // Primary information field
  },
  {
    appType: 'APP_XOXRQ4842LVM51RRJC7N',  // App code
    formType: 'receipt',    // Type of form bound to the associated form component: receipt or process
    formUuid: 'FORM-DFYJ319VV0ILV3BW1C8HHBHHJPXI3X095L5IK2',  // Unique form ID
    instanceId: 'FINST-DFYJ319VD4IL2SMEZH8Q63MY7UR3302NRL5IK2',  // ID of the associated data instance
    subTitle: 'DD',  // Secondary information field
    title: 'CC',  // Primary information field
  }
  ……
]
)

Result:

Q: My associated form has more than 20 records but only 20 are displayed. How do I access the rest?

The associated form displays only 20 records by default. Enter a keyword to search for the other records.

Q: Does the associated form support batch import?

Yes. For import rules, see https://docs.aliwork.com/docs/yida_updates/gddpov#k27QX.

Q: Does the associated form support deduplication settings?

Not yet. As a workaround, use a business association rule to sync data to an intermediate table, keep the data in that table unique, and set the intermediate table as the Data Source of the associated form.

Q: What if the error 'Data does not meet the filter conditions' appears?

This error is caused by spaces in the associated data. Remove the spaces from the associated data.

Q: Why is the selected field of the associated form displayed as an instance ID?

Check whether the field is hidden in the view permission group of the associated form. If it is hidden, the field shows — when you select associated data, and the instance ID of the record is displayed after selection.

Q: Why does EQ(associated form component, 'aaa') return an error?

The associated form component cannot yet be used as a condition in business association rules, such as the UPSERT formula. In such cases, use the Dropdown Select or Dropdown Multiselect component instead.

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Developer Features

1. Associated Form

1.1 What Is an Associated Form

1.2 Use Cases

2. Association Attributes

2.1 Associated Form and Displayed Content

2.1.1 Displayed Information of the Associated Form (Primary and Secondary Information)

2.1.2 Multiselect Mode

2.1.3 Data Filling

2.1.4 Allow Creating Records in the Associated Form

2.1.5 Data Filtering

3. Submitting Associated Form Data and Viewing Details

4. Data Format

6. FAQ

​1. Associated Form

​1.1 What Is an Associated Form

​1.2 Use Cases

​2. Association Attributes

​2.1 Associated Form and Displayed Content

​2.1.1 Displayed Information of the Associated Form (Primary and Secondary Information)

​2.1.2 Multiselect Mode

​2.1.3 Data Filling

​2.1.4 Allow Creating Records in the Associated Form

​2.1.5 Data Filtering

​3. Submitting Associated Form Data and Viewing Details

​4. Data Format

​6. FAQ

1. Associated Form

1.1 What Is an Associated Form

1.2 Use Cases

2. Association Attributes

2.1 Associated Form and Displayed Content

2.1.1 Displayed Information of the Associated Form (Primary and Secondary Information)

2.1.2 Multiselect Mode

2.1.3 Data Filling

2.1.4 Allow Creating Records in the Associated Form

2.1.5 Data Filtering

3. Submitting Associated Form Data and Viewing Details

4. Data Format

6. FAQ