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Displaying Subform Data Line by Line in a Multi Line Field

Updated yesterday

This article explains how to display subform data line by line in a multi line field, making it easier to summarize and review information.


Use Cases

  • Inventory management: Display inbound and outbound details in a single line field for easier tracking.

  • Equipment management: Summarize component details of a device for quick reference.

  • Material management: Consolidate item request details into one field for faster review by approvers.


How does it work?

  1. Combine each row of subform data into a single line, and add a line break and a separator.

  2. Extract all subform data and split it using the separator to create a line-by-line display.

  3. Use custom text and formulas to generate the final summarized result.


What does it look like?

When item request details are entered in the Material Request Form, they will automatically be displayed line by line in a multi line field in the main form.


How to Set it up?

Using a material request scenario as an example.

Step 1 Preparing a form

Create a Material Request Form with the following fields:

Field Name

Field Type

Request Time

Date & Time

Requested By

Member

Department

Department

Request Details

Subform

Subfield – Item Name

Single Select

Subfield – Quantity

Number

Subfield – Unit

Single Line

Subfield – Row Summary

Multi Line

Item Summary

Multi Line

Step 2 Configuring the Formulas

  1. Configure the “Row Summary” field

Select the Row Summary field, go to Field Properties >> Initial Value >> Edit.

Then edit the formula:

CONCATENATE(  Request Details.Item Name,"-", Request Details.Quantity,Request Details.Unit,CHAR(10), ",")


This formula combines each row’s item name, quantity, and unit, followed by a line break and a comma.

2) Configure the “Item Summary” field

Use the same method to set the formula:

CONCATENATE(SPLIT(TEXT(Request Details.Row Summary), ","),"Total",COUNT(Request Details.Item Name)," items, ",SUM(Request Details.Quantity)," units")

This formula splits all values in the Row Summary field using commas, then calculates the number of item types and the total quantity, and finally combines everything into a single result using the CONCATENATE function.

Step 3 Configuring Field Visibility

  1. Hide the helper field Row Summary: Go to Field Properties >> Field Permissions and uncheck “View”.

2. Go to Form Properties >> Hidden Field Default Value >> Always Recalculate


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