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Use business association rules when data across two forms needs to be linked. For example, in inventory management, both inbound and outbound records must roll up to a final inventory table for viewing.

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Video Course

Video course: Session 4 — Quick start with business association rules

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Overview

Advanced formulas maintain the data relationship between two forms. They are mainly used on form and workflow pages to control how data is added to, deleted from, or updated in another form when the current form is submitted. Four advanced formulas are currently available: INSERT, UPDATE, UPSERT, and DELETE.
  • INSERT
Inserts a record into the target form (INSERT).
  • UPDATE
Finds the specified instance data by condition. If a match is found, updates the values of the specified fields in that instance (UPDATE).
  • UPSERT
Finds the specified instance data by condition. If a match is found, updates the values of the specified fields; otherwise, inserts a new instance. Equivalent to UPDATE + INSERT (UPSERT).
  • DELETE
Deletes the matching data by condition (DELETE). Advanced formulas support the following components:
  • Components that can serve as filter conditions: Single-line text, Multi-line text, Select, Dropdown select, Date, and User.
  • Components that can be assigned values: Single-line text, Multi-line text, Numerical, Select, Dropdown select, Checkbox, Dropdown checkbox, Cascading select, Date, Date range, Image upload, Attachment, User, Address, Department, and Associated form.
Note: Placing a Department component in a subform for value assignment is not supported.

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Configuration Entry

The entry for configuring business association formulas differs between regular forms and workflow forms.

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Regular Forms

Form edit page.

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Regular Workflow Forms

Legacy workflow Path: Workflow form >> Settings >> Step submission rules >> Create >> Association action
Step submission rules.
Configure association rules. New workflow Path: Workflow form >> Edit workflow form dropdown >> Workflow design >> Global settings >> Step submission rules
New workflow step submission rules.

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Premium Workflow

Available on the Professional edition and above.
Path: Workflow form >> Settings >> Workflow design >> Select a Step >> Premium >> Step submission rules
Premium workflow editor.
Configure step rules. YiDA Experience Center A place to fully and immersively explore the features and strengths of YiDA and gain an in-depth understanding of its application value.