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  • Master Detail forms or how to show data from 2 forms which are referenced using ConfiForms smart fields

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Warning

THIS IS AVAILABLE ONLY in ConfiForms BETA, version 1.11. Scheduled to be released 19.10.2015

Info

In this tutorial we will show you how to show a "joined view" of 2 forms . As a starting point we will take an old tutorial from confiforms.com, http://www.confiforms.com/cfweb/howto/forms-like-databases#content and will use the concept described in the cookbook, Smart classifiers and using complex propertiesand build master-detail forms

Excerpt Include
Creating a simple form in Confluence with ConfiForms
Creating a simple form in Confluence with ConfiForms
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We will use the same setup


One First form with "authorsDB" with one text field (as in the tutorial above), but we will add 2 more fields to this form, to keep birthdate (birthDate of field type date) and picture of type file (to store image) 

Storage format for the form:

Expand
Code Block
<ac:structured-macro ac:macro-id="50385208-7004-423a-8b05-899f2ce6496e" ac:name="confiform" ac:schema-version="1">
  <ac:parameter ac:name="formName">authorsDB</ac:parameter>
  <ac:parameter ac:name="atlassian-macro-output-type">BLOCK</ac:parameter>
  <ac:rich-text-body>
    <p>
      <ac:structured-macro ac:macro-id="5a7b65b3-9616-48c3-8d4a-57adc5d543f4" ac:name="confiform-field-definition" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">author</ac:parameter>
        <ac:parameter ac:name="fieldLabel">Authors</ac:parameter>
        <ac:parameter ac:name="type">text</ac:parameter>
      </ac:structured-macro> <br/> <ac:structured-macro ac:macro-id="ae9b5f7f-1f6d-4b3c-a80b-a1f263a23f56" ac:name="confiform-field-definition" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">birthDate</ac:parameter>
        <ac:parameter ac:name="fieldLabel">DOB</ac:parameter>
        <ac:parameter ac:name="type">date</ac:parameter>
      </ac:structured-macro>
    </p>
    <ac:structured-macro ac:macro-id="ad378814-a600-4486-8784-5150c6dcedae" ac:name="confiform-field-definition" ac:schema-version="1">
      <ac:parameter ac:name="fieldName">pic</ac:parameter>
      <ac:parameter ac:name="fieldLabel">Photo</ac:parameter>
      <ac:parameter ac:name="type">file</ac:parameter>
    </ac:structured-macro>
    <p>    <ac:structured-macro ac:macro-id="863609e6-74dc-4c10-960f-4050f537f6d5" ac:name="confiform-entry-register" ac:schema-version="1">
        <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
        <ac:rich-text-body> </ac:rich-text-body>
      </ac:structured-macro>
    </p>
  </ac:rich-text-body>
 


And another form "bookshelf" with 3 fields, as in the original tutorial to store author's books. This form will have 2 text fields and one of  "smart dropdown" which will reference author details from "authorsDB" form

...

Expand
Code Block
<ac:structured-macro ac:macro-id="8407313e-aeee-4f5c-8684-c9cff64899e3" ac:name="confiform" ac:schema-version="1">
  <ac:parameter ac:name="formName">bookshelf</ac:parameter>
  <ac:parameter ac:name="atlassian-macro-output-type">BLOCK</ac:parameter>
  <ac:rich-text-body>
    <p>
      <ac:structured-macro ac:macro-id="57723e05-6551-48aa-89b7-4b6851d21956" ac:name="confiform-field-definition" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">bookTitle</ac:parameter>
        <ac:parameter ac:name="fieldLabel">Title</ac:parameter>
        <ac:parameter ac:name="type">text</ac:parameter>
        <ac:parameter ac:name="required">true</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="eee2fd00-2de6-4bd0-af92-e52bfd2eef33" ac:name="confiform-field-definition" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">author</ac:parameter>
        <ac:parameter ac:name="fieldLabel">Author</ac:parameter>
        <ac:parameter ac:name="values">[3670191|authorsDB|author|true||]</ac:parameter>
        <ac:parameter ac:name="type">smartselect</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="28b00980-aa09-488f-8a8b-31ec5e916737" ac:name="confiform-field-definition" ac:schema-version="1">
        <ac:parameter ac:name="css">width:120px</ac:parameter>
        <ac:parameter ac:name="fieldName">bookISBN</ac:parameter>
        <ac:parameter ac:name="fieldLabel">ISBN</ac:parameter>
        <ac:parameter ac:name="type">text</ac:parameter>
        <ac:parameter ac:name="validation">^[a-zA-Z0-9]*$</ac:parameter>
      </ac:structured-macro>
      <ac:structured-macro ac:macro-id="69f39e1f-31e8-47f2-a354-01e5422c983d" ac:name="confiform-entry-register" ac:schema-version="1">
        <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
        <ac:rich-text-body> </ac:rich-text-body>
      </ac:structured-macro>
    </p>
  </ac:rich-text-body>
</ac:structured-macro>
 

The configuration for "author" field definition

...

Storage format is as follows

Expand
Code Block
<h2>List of books</h2>
<ac:structured-macro ac:macro-id="da871a82-c20c-4bea-acb0-1ae4c6e5b049" ac:name="confiform-list" ac:schema-version="1">
  <ac:parameter ac:name="formName">bookshelf</ac:parameter>
  <ac:rich-text-body>
    <p>
      <strong>
        <ac:structured-macro ac:macro-id="e61e3a7a-09e2-49b9-be23-9877195b9dec" ac:name="confiform-field" ac:schema-version="1">
          <ac:parameter ac:name="fieldName">bookTitle</ac:parameter>
        </ac:structured-macro>
      </strong> by <ac:structured-macro ac:macro-id="74d700f8-60c2-471d-8a7c-19027bcb1cd2" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">author.author</ac:parameter>
      </ac:structured-macro> (DOB: <ac:structured-macro ac:macro-id="ce387217-00a8-4af6-adfc-0274c4bfb4a0" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">author.birthDate</ac:parameter>
      </ac:structured-macro>)</p>
  </ac:rich-text-body>
</ac:structured-macro>
 


As you can see we can easily reference a field value in another form, references from current form, in this particular example we referece not only author name (using author.author "fieldname accessor"), but we also reference authors date of birth (DOB), using "author.birthDate" accessor

...

Here how the storage format looks like in the editor to do that:
The storage format


 

Expand
Code Block
<ac:structured-macro ac:macro-id="e129ebe8-bb01-4687-a92c-ce9144775a50" ac:name="confiform-list" ac:schema-version="1">
  <ac:parameter ac:name="pageTitle">
    <ac:link>
      <ri:page ri:content-title="Authors"/>
    </ac:link>
  </ac:parameter>
  <ac:parameter ac:name="formName">authorsDB</ac:parameter>
  <ac:parameter ac:name="showOwner">false</ac:parameter>
  <ac:parameter ac:name="atlassian-macro-output-type">BLOCK</ac:parameter>
  <ac:rich-text-body>
    <table>
      <tbody>
        <tr>
          <th>
            <h3>
              <ac:structured-macro ac:macro-id="5a4cc598-5085-4b82-8019-be3a14b7c0d7" ac:name="confiform-field" ac:schema-version="1">
                <ac:parameter ac:name="fieldName">author</ac:parameter>
              </ac:structured-macro>
            </h3>
            <p>
              <ac:structured-macro ac:macro-id="da4b326d-2705-4ca8-a888-d6d03523e8b6" ac:name="confiform-field" ac:schema-version="1">
                <ac:parameter ac:name="fieldName">birthDate</ac:parameter>
              </ac:structured-macro>
            </p>
          </th>
          <td>
            <ac:structured-macro ac:macro-id="5d0b4f61-989c-497a-830d-0dc37ebe31eb" ac:name="confiform-field" ac:schema-version="1">
              <ac:parameter ac:name="css">width:200px; height:279px</ac:parameter>
              <ac:parameter ac:name="fieldName">pic</ac:parameter>
            </ac:structured-macro>
          </td>
          <td colspan="1">
            <p>
              <strong>Books list</strong>
            </p>
            <hr/>
            <ac:structured-macro ac:macro-id="b2c54812-584b-4187-9951-65d0533a8dbd" ac:name="confiform-list" ac:schema-version="1">
              <ac:parameter ac:name="filter">author:[entry.id]</ac:parameter>
              <ac:parameter ac:name="pageTitle">
                <ac:link>
                  <ri:page ri:content-title="Bookshelf"/>
                </ac:link>
              </ac:parameter>
              <ac:parameter ac:name="formName">bookshelf</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="20923614-a02b-401b-a41f-585664f9d7ed" ac:name="confiform-field" ac:schema-version="1">
                    <ac:parameter ac:name="fieldName">bookTitle</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
          </td>
        </tr>
      </tbody>
    </table>
    <p>       </p>
  </ac:rich-text-body>
</ac:structured-macro>

Important bits here are these ones:

The ListView references a bookshelf form from the page "Bookshelf" and uses dynamic filter: author:[entry.id]

This [entry.id] references an author record, and it's ID. And this will be substituted with a real value before rendering. This will give us the result we desire. 


Now you know how to do "Master/Detail Form" with ConfiForms!