What is Quick Fill?
Quick fill refers to that you can efficiently fill out subform by copying and pasting data from Excel spreadsheets into subforms. Also, you can directly edit existing data within the subform through features including Copy and Paste, Cell Editing, Batch Cell Editing, Batch Row/Column Data Processing. This feature streamlines the process of filling out forms, saving time and improving overall data entry accuracy.
Where to Use It?
Event Registration: If there are existing registration records in Excel, you can copy and paste this data directly into the subform for easier data aggregation and analysis.
Order Management: Excel order details can be copied and pasted into the subform, allowing for batch updates to existing data.
Purchase Requests: Quickly fill out the procurement details subform, including batch adding material requests or editing existing requests.
What Does It Look Like?
In the order management form, you can copy and paste the order details from an Excel file to a subform in Jodoo.
Note:
To facilitate data entry, a blank row is pre-inserted in the subform. If it is not needed, you can manually delete it after adding the data. Also, the system will automatically filter out any empty rows during data submission.
How to Set Add Records to Subform by Pasting?
How to Set
When designing a form, select the SubForm field, go to Field Properties > Field Permissions, enable Quick Fill, and tick Add New Records and Edit Existing Records.
Fields Available to Paste
Only the following fields can be added into a subform by Quick Fill: Single Line, Multi Line, Number, Date&Time, Radio, Checkbox, Single Select, and Multi Select.
Adding Records by Quick Fill
When filling out or previewing a form, you can use the Add by Paste feature:
1. Click Quick Fill under the subform.
2. On the Quick Fill page, you can choose between the following two filling modes:
Add Records: Data entered on this page will be added to the subform as a new record.
Edit Existing Records: Modify and update existing records within the subform on this page.
Note:
1. When switching filling modes, any unsaved changes made on the current page will not be retained. Ensure that all data is saved before switching modes to avoid losing information.
4. Once the subform reaches the maximum limit of 200 rows, only Edit Existing Records mode will be available.
3. When adding/editing records on the Quick Fill page, only the following operations are supported:
Copy and Paste from Excel
Double-Click to Edit Cells
Batch Edit Cells
Batch Edit Rows/Columns
Drag down to Fill Cells
Keyboard Shortcuts for Quick Fill: ctrl/command + c; ctrl/command + v; ctrl/command + z; arrow keys to navigate between cells
After completing the data filling, click Next.
Notes:
1. Invisible subform fields will not be displayed on the data entry page. In "Add Record" mode, only the editable fields will be shown on the page.
2. If a field affected by display rules is visible in the subform before using the Quick Fill feature, it will remain visible on the filling page. If not visible, the field will not be shown.
3. In "Edit Existing Records" mode, users can only modify existing rows/columns of data. Adding new rows/columns is not allowed.
4. In "Edit Existing Records" mode, read-only fields can be displayed on the data entry page but cannot be edited. When pasting data, any content intended for read-only fields will be automatically skipped and will not be transferred to the next editable column.
5. Only in "Add Record" mode, when the user clicks "Next", the system will automatically validate and remove any blank rows from the data.
4. Review the data just entered. You can modify the corresponding fields at the row header, or choose to Don't Paste to not copy this column. Once the review is complete, click OK to proceed.
4. The subform will validate the pasted records when clicking OK. A prompt will be triggered if there is any error in the records. You can click Previous to refill the form or 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 the error content is not modified, the corresponding value will be displayed as a null value after refilling to the subform.
6. Once the validation process is completed, the entered records will be refilled into the subform. During the refill process, the system will recalculate the data based on the field data linkage, formula, and front-end event settings, and then update the subform with the final calculated results. Calculation scope varies based on filling mode:
Add Record: all data and fields will be recalculated;
Edit Existing Records: only the fields that have been modified, along with any fields that are dependent on the modified fields, will be recalculated.
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👉I can't wait to ADD RECORDS TO SUBFORM BY PASTING.
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