Plugin Mode

Add Records from Another App to Table

Summary

Click the button to retrieve a record from another app and copy it into this app’s table. One record in the other app becomes one row in this app’s table.

Smartphone support

This plugin supports smartphones.

How to use

Configure the source app, the key fields in both apps, and the destination table. Click the retrieval button on a creation or edit page to append values from matching records to the table. A single match is imported directly; with multiple matches, select the records to import.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • When you open a record creation or edit page
  • When you click a button added by this plugin

Click the button added by this customization to run the operation.

The page-display and field-change triggers exclude inline editing from the pencil icon on the list page.

Parameters

Enter or select a value for each setting unless it is marked optional.

Button label

Enter the label for the retrieval button.

Initial value: 他アプリから取得

Source app

Please select the app you want to copy from.

Key field of the source app

Please select the key field within the copy application. The application will copy from records where this field value matches.

The following field types cannot be selected.

  • Categories
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Fields inside tables cannot be selected.

Select from the app specified in “Source app”.

Key fields in this app

Please select the key field in this app. Records where the value of this field matches the key field in the source app will be copied.

The following field types cannot be selected.

  • Categories
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Fields inside tables cannot be selected.

Fields to display in the selection dialog

Please select the fields to display in the record selection dialog that appears when multiple records match the key.

The following field types cannot be selected.

  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Select from the app specified in “Source app”.

Destination Table

Set the destination table.

The following field types can be selected.

  • Table

Notes

Use matching field codes for the source fields and destination table columns. Existing rows are retained, and empty destination rows are removed after importing. If no records match, a message is shown and nothing is imported.

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions