What is the SubForm Field?
SubForm field functions as an embedded form within the main form, allowing you to record additional related data. Common use cases include:
Order Management: Recording all products and details sold in an order.
Project Management: Tracking progress and details of individual subtasks in a main project form.
Inventory Outbound: Listing outbound product details such as quantity and specifications within an outbound order.
This document describes various methods to add data to subforms to streamline your workflow.
Adding Directly
Click the “Add” button at the bottom left of the subform, and a new blank row will be added for you to fill in the data immediately.
Adding Via Copy / Insert
1. Hover your mouse over the subform row number, and
button will appear.
2. Click the button and select the desired action:
Copy to Next Line
Copy to Last Line
Insert Row Above
Insert Row Below
Quick Fill
When you need to import a large volume of subform data that is already prepared in Excel, the Quick Fill feature allows you to paste this data directly into the subform efficiently.
Note:
In addition to pasting data from Excel, Quick Fill supports batch editing and copying existing subform data for rapid adjustments.
1. Click the “Quick Fill” button to enter the Quick Fill page.
2. Use Ctrl/Command + C to copy the required data and paste it into the table by Ctrl/Command + V.
3. If any error occurs, modify the mistaken records on this page and continue operation.
More to Know
1. Each subform supports a maximum of 200 rows.
2. If you do not see options such as Add, Copy/Insert, or Quick Fill, check with your system administrator whether your permissions are enabled.
3. If you encounter errors during quick fill or some fields cannot be pasted, refer to Subform Quick Fill for solutions.