In this passage, you will learn how to retrieve all the data submitted before when filling out a form.
In the case of contract management and store order summary, it is possible to retrieve data that has already been submitted in a form to compile and reference them.
What does it Look Like?
1. When you do not need the retrieved data to be stored in the system, use Query Data to retrieve the data:
2. When you need the retrieved data to be stored in the system, use Select Data to retrieve the data:
Method One: Retrieve an Aggregate Table
To illustrate how to retrieve an aggregate table, let's take the case of order management as an example.
Step 1 Creating a Regular Form
1. Create a form named Contract Management and add the following fields.
Field Name | Field Type |
Contract Date | Date&Time |
Company Name | Single Select |
Contract Name | Single Line |
Contract Amount | Number |
Step 2 Configuring an Aggregate Table
1. Create an aggregate table and change its name to Retrieve Contract Details. Go to Data Source>Configure Data Source, select Contract Management, and click OK.
2. Then set the Dimension and Metric as follows:
Dimension: select the Company Name and Contract Name fields.
Metric: select the Contract Amount field.
After all settings are done, click Save:
Note:
To create an aggregate table, it is necessary to include at least one metric. If there are no number fields in the source form, add an auxiliary numeric field, which can be used as the metric for the aggregate table.
Step 3 Setting Query Data
If you do not need the retrieved data to be stored in the system, add the Query Data field to the form:
1. Drag the Query Data field to the form and set Field Properties as follows:
Data Source: select the aggregate table — Retrieve Contract Details.
Display Fields: select Company Name, Contract Name, and Contract Amount fields.
2. Click Add under Displayed Data, and add a filter condition: Company Name in the related form equals Company Name in the current form. Then click OK.
3. Tick Multiple under Show Records. Then the system will display all the data that meet the condition.
Step 4 Setting Select Data
1. If you need the retrieved data to be stored in the system, add the Select Data field to the subform:
Click the Select Data field and set Field Properties:
Data Source: select the aggregate table — Retrieve Contract Details.
Display Fields: select the Company Name, Contract Name, and Contract Amount fields.
2. Click Add under Filter Data, and add a filter condition: Company Name in the related form equals Company Name in the current form. Then click OK.
2. Click Add Field under Configure field mapping, and tick the fields you will retrieve. Select Fill into new fields from the drop-down list, and click Complete.
Method Two: Retrieve Automations
To illustrate how to retrieve Automations, let's take the case of order management as an example.
Step 1 Creating an Auxiliary Form
Click and then Copy to Current App. Then change the name of the copied form to Contract Management – Auxiliary.
Step 2 Setting Automations
1. Create an automation and change its name to Retrieve Contract Details. Then configure a trigger.
Triggering Form: Contract Management
Trigger: Add Record
After finishing the settings, click Save&Enable.
2. Configure triggered actions as follows:
Triggered Action: Add Record
Target Form: Contract Management – Auxiliary
Set field values: The field values in the auxiliary form correspond to those in the original form.
After finishing the settings, click Save&Enable.
After all settings are completed, click Save.
Step 3 Setting Query Data
If you do not need the retrieved data to be stored to the system, add the Query Data field to the form:
1. Drag the Query Data field to the form and set Field Properties as follows:
Data Source: select the form — Contract Management – Auxiliary.
Display Fields: select Company Name, Contract Name, and Contract Amount fields.
2. Click Add under Displayed Data, and add a filter condition: Company Name in the auxiliary form equals Company Name in the current form. Then click OK.
3. Tick Multiple under Show Records. Then the system will display all the data that meet the condition.
Step 4 Setting Select Data
1. If you need the retrieved data to be stored in the system, add the Select Data field to the subform:
Click the Select Data field and set Field Properties:
Data Source: select the form — Contract Management – Auxiliary.
Display Fields: select the Company Name, Contract Name, and Contract Amount fields.
2. Click Add under Filter Data, and add a filter condition: Company Name in the auxiliary form equals Company Name in the current form. Then click OK.
3. Click Add Field under Configure field mapping, and tick the fields you will retrieve. Select Fill into new fields from the drop-down list, and click Complete.
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👉I can't wait to RETRIVE DATA.
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