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1. Use Case

This example creates a “Check-in Query Form” and a “Query Result Record” form, then uses a form connector to pull each employee’s check-in status, time, and location into the result form.

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2. Steps

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2.1 Step 1: Create the Forms

Create two regular forms. The “Check-in Query Form” triggers the connector to run the query, and the “Query Result Record” stores the results returned by the connector for easy review.

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2.1.1 Create the Query Form

Steps:
  1. Create a regular form and name it “Check-in Query Form”.
  2. Add two Date components named “Query Start Date” and “Query End Date”. Set the format to “YYYY-MM-DD HH:mm” and mark both as required. (See Figure 2.1-1.)
Figure 2.1-1 Add and configure the Date components
  1. Add a member component and name it “Employee to Query”. Mark it as required. (See Figure 2.1-2.)
Figure 2.1-2 Add and configure the member component
  1. Click Save in the upper-right corner of the page.

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2.1.2 Create the Result Record Form

Steps:
  1. Create a regular form and name it “Query Result Record”.
  2. Add four Single-line text components named “Connector Execution Status”, “Check-in Status”, “Check-in Time”, and “Check-in Location”. (See Figure 2.1-3.)
Figure 2.1-3 Add and configure the Single-line text components
  1. Click Save in the upper-right corner.

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2.2 Step 2: Configure the Form Connector for the “Check-In Query Form”

For an introduction to connectors, see Integration & Automation - Connector.
Configure the form connector on the “Check-in Query Form” to enable the check-in query feature and automatically write the results to the “Query Result Record” form. Steps:
  1. On the admin page, select the “Check-in Query Form”, switch to the Integration & Automation tab, and click Create Integration & Automation. (See Figure 2.2-1.)
Figure 2.2-1 Connector entry
  1. Name the connector “Check-in Query”, set the trigger type to “Form event trigger”, and click Confirm. (See Figure 2.2-2.)
Figure 2.2-2 Create the connector
  1. Click the Form event trigger node. Set the trigger event to “Create success” and the data filter to “All data”. (See Figure 2.2-3.)
Figure 2.2-3 Configure the form event trigger
  1. Click the Connector node, select the “Check-in” app, and click Next. (See Figure 2.2-4.)
Figure 2.2-4 Select the connector app
  1. Set the action to “Get personal check-in record” and click Next. (See Figure 2.2-5.)
Figure 2.2-5 Select the connector action
  1. Configure the action and click Save. (See Figure 2.2-6.)
Figure 2.2-6 Configure the connector action
  1. Hover over the area below the Connector node, click +, and select the Create data node. (See Figure 2.2-7.)
Figure 2.2-7 Add the “Create data” node
  1. Configure the Create data node. For Creation method, select “Create in form” and set the form to “Query Result Record”. For Data to create, select “Create a single record”. Configure the field mappings and click Save. (See Figure 2.2-8.)
Figure 2.2-8 Configure the “Create data” node
  1. Configure “Connector Execution Status” in the field settings of the Create data node. (See Figure 2.2-9.)
Figure 2.2-9 Configure the formula for the “Connector Execution Status” field
  1. Configure “Check-in Status” in the field settings of the Create data node. (See Figure 2.2-10.)
Figure 2.2-10 Configure the formula for the “Check-in Status” field
  1. Configure “Check-in Time” in the field settings of the Create data node. (See Figure 2.2-11.)
Figure 2.2-11 Configure the formula for the “Check-in Time” field
  1. Configure “Check-in Location” in the field settings of the Create data node. (See Figure 2.2-11.)
Figure 2.2-12 Configure the formula for the “Check-in Location” field
  1. Click Save in the upper-right corner, then click Publish.

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2.3 Step 3: Submit the “Check-In Query Form” to Trigger the Connector

Figure 2.3-1 Submit the form

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3. Result

Figure 3-1 Result