Use Cases
In scenarios such as Contract Management and Store Order Summary, users can retrieve submitted data from the current form while filling out a new record for summary and reference purposes.
Expected Result
1.When the retrieved data does not need to be saved to Data Management, the effect of retrieving data from the current form through a Query Data field is as follows:
2.When the retrieved data needs to be saved to Data Management, the effect of retrieving data from the current form through a Select Data field is as follows:
Method 1: Retrieve Data Using an Aggregate Table
This section uses Contract Management as an example.
Step 1 Creating a basic form
Create a form named Contract Management and configure the fields as follows:
Field Name | Field Type |
Signing Time | Date & Time |
Company Name | Single Select |
Contract Name | Single Line |
Contract Amount | Number |
Step 2 Configuring the Aggregate Table
1.Go to App Management >> Aggregate Tables, and click + New Aggregate Table.
2.Add Contract Management as the data source.
3.Configure the dimensions and metrics of the Aggregate Table as follows:
Dimensions: Company Name, Contract Name
Metric: Set the name to Contract Amount, and enter the following formula:
SUM(Contract Management.Contract Amount)
Note: Since an Aggregate Table must include a metric, if the form does not contain any Number field, you can add a Number field as a helper field, set its default value to 1, and then use this field as the metric of the Aggregate Table.
Step 3 Setting the Query Data Field
If the retrieved data from the current form does not need to be saved to Data Management and is only used for viewing by the form filler, directly add a Query Data field to the form.
1.Select the Query Data field and configure the following settings under Field Properties:
Query Table: Select the Aggregate Table Retrieve Contract Details
Display Fields: Add Company Name, Contract Name, and Contract Amount
2.Click Add Filter Condition and add the following filter condition: The Company Name field in the Aggregate Table equals the Company Name field in the current form.After configuration, click OK.
3.Set Number of Displayed Records to Multiple Records. Then, all data that meets the filter condition will be displayed during the query.
Step 4 Setting the Select Data Field
1.If the retrieved data from the current form needs to be saved to Data Management, add a Select Data field to a Subform. Select the Select Data field and configure the following settings under Field Properties:
Related Table: Select the Aggregate Table Retrieve Contract Details
Display Fields When Selecting Data: Add Company Name, Contract Name, and Contract Amount
2.Click Add Filter Condition and add the following filter condition: The Company Name field in the Aggregate Table equals the Company Name field in the current form. After configuration, click OK.
3.Click Field Mapping, add the fields you want to retrieve and view, and choose Fill into New Fields on the right. After configuration, click Complete.
Method 2: Retrieve Data Using Automation Pro
Step 1 Creating a Helper Form
In the app, copy the Contract Management form and name it Contract Management - Helper Form.
Step 2 Configuring the Automation Pro
1.Create a new Automation Pro named Retrieve Contract Details, and configure the trigger action as follows:
Trigger Action: Add Data
Trigger Form: Contract Management
2. Configure the execution action as follows:
Execution Action: Add Data
Target Form: Contract Management - Helper Form
Field Value Settings: Map the field values in the helper form to the corresponding fields in the original form one by one.
Step 3 Setting the Query Data Field
If the retrieved data from the current form does not need to be saved to Data Management and is only used for viewing by the form filler, directly add a Query Data field to the form.
1.Select the Query Data field and configure the following settings under Field Properties:
Query Table: Select the Aggregate Table Retrieve Contract Details
Display Fields: Add Company Name, Contract Name, and Contract Amount
2.Click Add Filter Condition and add the following filter condition: The Company Name field in the Aggregate Table equals the Company Name field in the current form.After configuration, click OK.
3.Set Number of Displayed Records to Multiple Records. Then, all data that meets the filter condition will be displayed during the query.
Step 4 Setting the Select Data Field
1.If the retrieved data from the current form needs to be saved to Data Management, add a Select Data field to a Subform. Select the Select Data field and configure the following settings under Field Properties:
Related Table: Select the Aggregate Table Retrieve Contract Details
Display Fields When Selecting Data: Add Company Name, Contract Name, and Contract Amount
2.Click Add Filter Condition and add the following filter condition: The Company Name field in the Aggregate Table equals the Company Name field in the current form. After configuration, click OK.
3.Click Field Mapping, add the fields you want to retrieve and view, and choose Fill into New Fields on the right. After configuration, click Complete.
Method 3: Retrieve Data Using Select Data
Step 1 Selecting Data Source
Add a Select Data field to a Subform. In Field Properties - Data Source,select the current form.
Step 2 Setting Field Configuration
1.Configure display fields and add fields:Company Name, Contract Name, Contract Amount
2. Click Add Filter Conditions and add the following filter condition:
The Company Name field equals the Company Name field in the current form.
Step 3 Configuring Field Mapping
Click Add Field, select the fields you want to retrieve and view, and choose Fill into New Fields. After configuration, click Complete.
