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Find & Create Action don't show all available fields for "Creation" step.

  • 6 October 2022
  • 1 reply
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Userlevel 1

I have action “Create a client”. And it has set of fields to populate client’s data.
https://monosnap.com/file/lYfFblwAxjc4whUK7pQqkZhYOULQ34
 

But i don’t see these fields in Search and create (phone, email):
https://monosnap.com/file/zXlo7s1zzvZV3x6Gj4Uur3WJ4p6148
 

Why i don’t see Email and Phone  when use my create action with search ? 

When i test my Find&Create action it successfully stores email & phone, but i don’t understand where it takes it from (i don’t see fields on form, how it understand that values should be taken from search step ? i even don’t see anything in my cli project that explain how it takes phone & email, what if i want to pass values different from Search step, can i do that ?.). What if my field keys will be different e.g client_email in search action and email in create action ?

Well. I found the culprit. Fields phone, email at Search action and fields phone,email in Create action have same ids. And it’s automatically pass data from search to action, but i can’t find this explanation anywhere, but it should be some note why user don’t see all available fields in action.

Initially i was even more confused because i passed only email and phone to my “create” action, so i didn’t see any fields at all, only those at search action.. so i thought that i configured my search & create binding wrongly and spent several hours to find what i did wrong… But when i returned to this task again, i added other fields and saw that only “search” fields are hidden and understood a reason.

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Best answer by shalgrim 6 October 2022, 21:27

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Userlevel 6
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Hey @zigzag ,

I’m glad you were able to figure it out! Sorry for the confusion there


Well. I found the culprit. Fields phone, email at Search action and fields phone,email in Create action have same ids. And it’s automatically pass data from search to action, but i can’t find this explanation anywhere, but it should be some note why user don’t see all available fields in action.

Initially i was even more confused because i passed only email and phone to my “create” action, so i didn’t see any fields at all, only those at search action.. so i thought that i configured my search & create binding wrongly and spent several hours to find what i did wrong… But when i returned to this task again, i added other fields and saw that only “search” fields are hidden and understood a reason.