Adding Records to Subform by Pasting

Introduction

Feature(s)

Adding records to a subform by pasting means that when entering records into a subform, you can directly copy and paste records from an Excel file to the subform.

Application Scenario(s)

Preview

In the order management form, you can copy and paste the order details from an Excel file to a subform in Jodoo.

Setting Procedure

How to Set

When designing a form, select the SubForm field, go to Field Properties > Field Permissions, and tick Add New Records and Edit Existing Records.

Fields Available to Be Pasted

You can add the following fields in a subform by pasting when filling out or previewing a subform: Single Line, Multi Line, Number, Date&Time, Radio, Checkbox, Single Select, and Multi Select.

Note:

1. Add by Paste is unavailable for the Member, Members, Department, and Departments fields.

2. The Date&Time field only supports to paste of two types of date format: YYYY/MM/DD and YYYY-MM-DD.

Adding Records by Pasting

When filling out or previewing a form, you can use the Add by Paste feature:

1. Click Add by Paste under the Order Details subform.

2. On the Add by Paste page, select cells in the table that you want to copy (the cell in the first row and the first column is selected by default), paste the Excel data in the subform field through the shortcut key, and then click Next.

Note:

1. When pasting records from an Excel file, you can only use shortcut keys "Ctrl + V/Command + V". Pasting via the right mouse button is not currently supported.

2. After pasting the records from the Excel file, you can undo pasting using "Ctrl + Z/Command + Z".

3. On the Add by Paste page, you can only paste data into fields that can be viewed and edited.

4. A maximum of 200 rows of record can be added to a subform. If the number exceeds the limit, only the first 200 rows of records will be saved.

3. When checking pasted records, you can switch the field at the row header, or click Don't Paste so as to not copy this column. Then click OK after the settings.

Note:

When pasting subform data, the data is filled in the subform from the second row, with the first row being empty by default.

4. The subform will validate the pasted records before you add new records. A prompt will be triggered if there is any error in the records. In this case, you can click Previous to re-paste the correct forms or you can modify the mistaken records on this page.

5. After correcting the records, you can click Continue. If you do not correct the records, the fields where the mistaken records are filled in will be left empty.

Note:

If no record exists in the subform, the records will be pasted to the subform from the second row. If there are "n" rows of records in the subform, the records will be pasted to the subform from the "n+1" row.

Validating Pasted Records

The following fields support validating pasted records, and they have different validating rules.

1. Radio and Single Select fields.

For the Radio and Single Select fields, if the pasted records do not match the options, you need to follow the following rules to solve the problem:

a. If there is no Others option and the pasted records do not match the options, a prompt will be triggered. In this case, you need to select the options manually. Otherwise, the Radio or Single Select field will be left empty.

b. If there is an Others option and the pasted records do not match the options, the system will automatically select the Others option for the fields and add the pasted records to the corresponding text box beside the Others option.

Note:

If you set Lookup for a Single Select field, the system can match and validate the options. If you set Data Linkage for the Single Select field, the system will follow the Data Linkage rules and clear the pasted records for this field.

2. Checkbox and Multi Select fields.

For the Checkbox and Multi Select fields, if the pasted records do not match the options, you need to follow the following rules to solve the problem:

1. If you have not ticked Allow members to add new options when filling out and the pasted records do not match the options, a prompt will be triggered. In this case, you need to select the options manually. Otherwise, the system will only tick the options that match the records.

2. If you have ticked Allow members to add new options when filling out and the pasted records do not match the options, the system will automatically add the unmatched records as options and tick them.

Note:

1. When pasting data into the Checkbox or Multi Select field, you need to separate different options with commas.

2. If you set Lookup for the Multi Select field, the system can match and validate the options. If you set Data Linkage for the Multi Select field, the system cannot do that.

Pasting Rules in Initial Value

For a subfield, if you set a custom initial value or set the subfield to Data Linkage or Formula, the pasted fields will be re-calculated based on the rules you set in Initial Value.

For example, if you set Number of Products * Unit Price in Formula, the pasted records will be automatically calculated based on the rules you set in Formula.

If you set Data Linkage for a Single Select/Multi Select field, the pasted records will be cleared, and you have to manually select options.

For example, in the following scenario, suppose you have set Data Linkage for the Color field. When you select Pen from the drop-down list of Product Name, you will view Red and Blue in Color. That is to say, even if you have entered a color in the Excel file, the field will be empty after you paste the Excel data into the subform, and you have to select an option from the drop-down list manually.