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How to have a Form Automatically Set a Status (or any other related record)
Sometimes when you have a form that creates a new record like a Trip, you want some values of the new Trip to be set automatically, like who created the Trip and its status. You can do this by adding those properties be "Set Automatically" in the Fields section of the left panel when configuring your form.
However, if Status is not a text field, but rather another Collection that a Trip is related to, it can be a little trick to get the right Status record to be available on your form screen as "Current Status" so that it can be set automatically for new Trips created via the form. Here's how to do it:
- 1.With the component, such as a button selected, select the overflow menu.
- 2.Select Make List
- 3.With the List selected, select what it is a list of. In my example, I chose to make it a list of Statuses.
- 1.Select ADD ANOTHER FILTER
- 2.Select Select Column, and then select the field that you want to filter on. In this case, I am going to filter on the Name of the status.