Query in Subform

Introduction

You can query and filter subform data according to the specified fields. This is available when managing form data and dashboard data, setting conditional workflows, or filtering workflows.

In the case of customer management, you can quickly find the customer by filtering subform fields.
In the case of order management, you can quickly access the required order details by filtering subform fields.

Take order management as an example, you can query certain order details by filtering subform fields.

Create a regular form titled Order Information, and add the following fields.

Field Name	Field Type	Description
Region	Single Select	Add three options, Singapore, Japan, and South Korea.
Order Details	SubForm	/
Product Name	Single Select	Add three options, Apple, Grape, and Banana.
Amount	Number	/
Delivery Details	SubForm	/
Customer Name	Single Line	/
Address	Single Line	/
Total Amount	Number	Set the formula as SUM (Order Details.Amount).

Go to Manage Data, and click Add to enter some records.

Create a dashboard, and add a spreadsheet to it. Select Order Information as the source form, then save the spreadsheet.

Go to the dashboard, add a Filter component, and make the following settings.

If you only select one subfield as the query condition, the system will display the record whose subfield meets the condition.

If you select a field and a subfield as the filter conditions, the relationship between the conditions is AND. The system will only display the records whose field and subfield meet all the conditions.

If you select multiple subfields as the query conditions, the relationship among the conditions is AND. The system will only display the records whose subfields meet all the conditions.

If you select multiple subfields from different subforms as the query conditions, the conditions do not affect each other. The system will only display the records whose subforms meet all the conditions.