When to Use this Feature?
In finance management, you may need to batch-process a month's reimbursement records within a single form. Since subforms cannot automatically pull all records based on specific criteria, this solution uses a multi-select field to batch-import matching data into the subform.
Note: The number of matching records cannot exceed 200, because a subform can display up to 200 rows.
How does it work?
This solution uses three forms:
Subform Helper Table: used to pre-define and trigger the required number of rows in the target subform via data linkage
Source Data Table: used to store the original data in advance
Data Integration Form: retrieves matching records from the Source Data Table and populates them row-by-row into the subform
What does it Look Like?
After you enter different linkage conditions, the multi select field will show all related options. After you select different options, the subform will display all selected data.
How to Set it up?
Subform Helper Table
In this form, enter the fixed format of subforms with different row counts in advance.
Click to download the source data: 200-row Subform Base Table Serial Number Complete.xlsx.
Source Data Table
This table is used to enter and store raw records. Each entry in the Source Data Table must include a Unique Identifier (UID) to ensure that specific records can be accurately identified and selected for processing.
Linkage Condition:
After entering a linkage condition in the integration form, multiple related data records will be displayed. Data can be filtered through the linkage condition.Unique Identifier:
Used to identify and distinguish a single data record, so that the multi select can retrieve all data that meets the requirements. If there are duplicate values, only one of the duplicate values can be displayed.Field 1, Field 2, Field 3...:
Other data that needs to be entered. In this example, two fields are used.
Data Integration Form
This form links out the data that meets the conditions from the Source Data Table based on the linkage condition, and places the data in the subform.
Multi-select: Based on the linkage condition, link to the Unique Identifier field in the Source Data Table.
Row Count: Set the formula as: COUNT(Multi-select)
Subform Row Number: Based on the Row Count, link to the subform in the Subform Helper Table, and assign values to the row numbers in the subform.
Unique Identifier: Set the formula as:
SPLIT(TEXT(Multi Select),",")[SubForm.Row Number - 1]
Field 1 / Field 2: Based on the Unique Identifier, configure data linkage to Field 1 and Field 2 in the Dource Data Table.
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