Field Sync Automation Description
This bot transfers information from one form field in a specific section of a project to a field of the same type in another part of the project. The synchronization can be triggered by updating the source section or adding a new item to the destination section, depending on how it's set up.
Config Project
Go to the Field Sync section in your configuration project; you will need to click on the Add an Item button each time you want to synchronize two fields in the project.
Once you have clicked on the Add an Item button, the following section should appear to create an item that should be filled in for the bot to start synchronizing fields, as follows:
Reference Name: Give a distinctive name to the item in this field, making it easier for you to identify the fields that are being synchronized.
Active: Set the Active field based on the project type where the fields should be synchronized:
- If you set it to "Yes", the bot will run on all projects of the project type associated with this automation.
- If you set it to "No" or "Unknown," the bot will run on the test project set in the Global Settings section.
Source: Paste the source field's field code, which must be from a static/form section.
For more information on extracting selectors and field codes, please visit the How to get selectors and field codes? page.
Destination: Paste the field code of the destination field, which should be the same type as the source field or a single text field.
Trigger Type: Choose an option from the list below based on your preference for when the values should be synchronized:
- Source Updated: When the source field changes, sync the value to all the items in the collection.
- Collection Item Created: When a new collection item is created in the destination, set the destination field value to the current value of the source field.
Once finished, click on the Create button, and it will be ready to be used. Remember, the bot will be activated according to the type of trigger selected.
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