PerfectApps™ Help Guide

The settings section includes the app, app id and field to get data from and the target field in the current app.

Get Field From Other Instance Settings

Object

Details

Additional Information

[App Selection]

Click the Select button to display the Select an App dialog. Here you can choose from any of your published, private or shared apps to determine which app data will be taken from.

Once the app is selected, the app name will display in the read-only field to the left of the Select button on the Properties panel.

[App Field Selection]

Select the field within the selected app that should be retrieved when the Get Field From Other Instance command runs.

If you do not see the field you need, you may need to click the Refresh button located to the right of the app field selection drop-down list.

[Target Field Selection]

Click the Select button to display the Select a Field dialog. Here you can choose which field the data retrieved from the other instance should be written to within the current app instance.

Once the field is selected, the field name will display in the read-only field to the left of the Select button on the Properties panel.

App Instance ID

Text or Number

Selection of this radio button enables you to enter a static text or numeric value to represent the app instance ID.  

If the app instance ID you want will not be dynamic (based on app input or other options), it is appropriate to enter the app instance ID here.

Value of a Field

Selection of this radio button enables you to select a field from your app from which the app instance ID can be pulled.

To select the desired field, click the Select button, then navigate to the field containing the app instance ID. Once a selection has been made, the value will be shown in the read-only text box to the left of the Select button.

Each app instance has a unique ID. In order to retrieve a specific field from a specific instance, this ID must be known. In most cases, this ID will be stored in an app field within the current app instance. Often, this will be a New Instance button object or the Child App button object within a Table object.

Special

Selection of this radio button lets you choose from a predefined list of app meta data that is universally available in apps to act as the app instance ID. This includes special values such as Parent Instance ID and Child Instances ID.

Special Fields and Properties

Formula

Select this radio button then click Compose to provide a condition or formula as the app instance ID. Formulas can use field values, dates, button states, URLs or other special values.

Formulas

The summary section includes the option to override an automatically generated summary with your own comments.

Object

Details

Auto-summary

This option is selected by default, the system will automatically generate a summary that is show in the lower half of the object based on selections made.

Un-check this box if you want to add your own text instead.