Copy table rows

Introduction

The Copy table rows rule allows you copy any field from within a specified table into another table within your process. You can select the same tables which will act similar to Add table row, see Add table row for more detail.

When to use

You can use this rule when you want to copy specific fields from one table to another. You do not need to copy all columns from a row. For example, from a table row that has Country, City, Currency columns, you can just copy the City column.

You can add this rule:

• to a field
• to a form
• to a process (the rule will run on load)

Before you get started

For this rule to work you need to have one or more tables in your process. This will allow you to select a table to copy from and to. It is possible to have only one table in your process but that will limit you to copy a row from the specific table to the same table.

How to get started

1. Click on an existing process by going to Administration > Designer and decide which form, or field you will apply the rule to, by clicking on that item so that it is in edit mode so you can see the Edit/pen button, Pen button .

2. Click on Add a rule > Table > Copy table rows.

3. In the Edit rule - Copy table rows dialog box, give the rule a title in the Title field.

   

4. If you want to add conditions for the rule, click on the Edit conditions button see Conditions for more details.

5. Under the Action section fill out the following:

   • Table to copy rows from - select the table you wish to copy fields from. This table needs to be pre-created before adding this rule. If no table is selected in this field, an error message will show.
   • Table to copy rows to - select the table you wish to copy fields to. This field must be pre-created before adding this rule. You can select the same table as in the Table to copy from section. This will act similar to add table row rule, see Add table row for more detail.

   When both the Table to copy rows from and Table to copy rows to are assigned, more options are presented.

   • Copy row conditions - allows you to add conditions to the fields you want to copy into the new table. These conditions work like filters. For example if a table looks like this:

     

     We can set a condition using the Copy row condition to copy only specific rows. For example we only want to copy the rows which contain the word “land” in the country field. To achieve this, the Copy row condition would look as follows:

     

     Box 1 represents the field from the table which you are copying from.

     Box 2 represents the conditional check.

     This is an example of the output using the conditions shown above. Note we are only copying the country and currency into the new table:

     

   • Column mapping - allows you to assign values from fields within your process into the newly copied row.

     

     • Field or text - you can select a field within your form or type in text manually to represent the value you want your field in the new row to contain.
     • To table - select the field from the table you are copying to, to contain the value specified in the Field or text section.
     • Add mapping - you can choose to set multiple fields of a row by clicking on Add mapping button. You can also remove fields by clicking on the Bin/Trash icon .

6. When you are finished editing the dialog box, click on OK or click on Close at any time to exit the dialog box.

Editing, deleting or duplicating rules

When you have clicked on an existing rule, and the rule is visible in the right-hand pane under Rules, there are a number of options available to you.

1. To disable a rule click the slider across beside the rule name.
2. To copy a rule, click on the Duplicate button beside the rule name.
3. To delete a rule, click on the Bin/Trash button .
4. To view a rule, click on the rule name to open the Edit rule dialog box.

What’s next

To find out more about other Table rules go to Table rules.

To find out more about other rules go to Rules.