Editable Repeating Section for Task - Branch by Stage
I have a repeating section in my start form. In the workflow, I have a branch by stage with 3 branches that are 3 different person: Rep, Manager, GSM. Each of them has a task to do.
The request goes to the manager firts. The manager form has an editable repeating section that is the same as the start event. The manager can change the repeating section. If the manager approves the request, it goes to the GSM. If not, the request returns to the Rep.
The GSM task form has also the editable repeating section. He can change the repeating section. The GSM has the possibility to return the request to the Rep or to the manager to revise it.
My problem is that for the manager task, the value that I want to show in my repeating section can come from the start form, the Rep form or the GSM form. So I don't know how to configure the count formula and the getItemCollectionItem in the Rules of the manager form, because of this.
Can you help me?
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Hi @poirisop,
To resolve this issue, you would use a variable for the number of rows. You would need to set this variable based on the path that is being taken so that the count is correct.
There is a lot of development being done on the repeating section control, and in the near future, you will not need to specify the number of rows or set a rule to populate the repeating section. A default value will be set, and that is all that will be needed.
I understand the use of a variable for the number of rows. However, when I use the variable for the default number of rows, the populate rule no longer seems to work. I left it as it was, i.e., populate from the Start Event form, but all my fields are empty. Do I need to change the populate rule? and how?
I also tried to use a variable to know which the previous form was, in order to set my rule accordingly, but it doesn’t work at all. My repeating section is not populated.
Hi @poirisop,
There is a lot of development being done on the repeating section control, and in the near future, you will not need to specify the number of rows or set a rule to populate the repeating section.
@SimonMuntz
Would it be possible to have an approximate date for the availability of this feature announced in the near future? Thanks in advance
Hi @poirisop ,
The above mentioned enahancement is now available. You can also find more information and a video on our Help page.
I am keen to hear if this simplifies above use case for you.
.
I’ve started playing around with the new default value feature. Specifically the JSON option, but running into an issue with it. Just for testing I have a very basic repeating section with a two element array. It tells me the default value is invalid on the repeating section control. Though when I go to the preview tab on the form, it’s parsing it exactly like I would expect. Not able to save the form though because of the invalid control. Intended behavior, or am I misunderstanding how to use the new text option?
I am having difficulty figuring out how to use the new repeating section features to my advantage, knowing that I have a branch by stage and that I want to display the repeating section data in my Manager task form, but the data can come either from the Start form or from another Task form, like the Rep task form. Could you guide me on which option I should use?
I need to pass data from form to form, as mentioned towards the end of the video. However, I cannot use the "Name" option because my data may come from either the Start form or a Task form, and the names are not the same. The "Name" option is limited to a single form. Also, I cannot keep the name in a variable and use that variable as the "Name."
1. Can you tell me if I should use "Collection" or "Text" in my repeating sections?
2. For the default value, should I use XML text, Text Collection, JSON, or something else?
I tried using a Collection-type variable to save the data from the repeating section and then use it as the default value in my Manager task form. But I do not know how to save the collection of my repeating section in that variable. The "set variable value" action does not allow using a collection variable
Do I have to save my repeating section into a table? I hope not!
Please help me!
HI @JMaynor
Welcome to the community. As per the demonstration video at the 2.35 minute mark, you have to select the correct default value. As you are using a JSON object, you need to select the collection option and not the text option, as you have in your screenshots. This will resolve the invalid value issue.
Hi @poirisop,
Sorry to hear you are having problems with your solution. If I were to attempt this solution, I would have two tasks for the manager and have the workflow go down the path based on where it has been. In the picture below, if the start form is first, the variable will be zero, so it goes down the first path. If it comes from the other branch in the branch by stage, then the variable is set to one so that the workflow goes down the one path in the manager stage. I hope this works for you.