How to Retrieve Data in the Form

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.

Demonstration

1. When you do not need the retrieved data to be stored in the system, use RelatedQuery to retrieve the data:

2. When you need the retrieved data to be stored to the system, use RelatedData to retrieve the data:

Method One: Retrieve an Aggregate Table

To illustrate how to retrive 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.

Step 2 Configuring an Aggregate Table

1. Create an aggregate table and change its name to Retrieve Contract Details. Go to Data Source > Single Form, select Contract Management under Form, and click OK.

2. Then set Row Header and Measure as follows:

After all settings are done, click Save:

Note:

To create an aggregate table, it is necessary to include at least one measure. If there are no number fields in the source form, add an auxiliary numeric field, which can be used as the measure for the aggregate table.

Step 3 Setting RelatedQuery

If you do not need the retrieved data to be stored to the system, add the RelatedQuery field to the form:

1. Drag the RelatedQuery field to the form and set Field Properties as follows:

2. Click Add Condition under Filter 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 RelatedData

1. If you need the retrieved data to be stored to the system, add the RelatedData field to the subform:

Click the RelatedData field and set Field Properties:

2. Click Add Condition 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 Data Filling, 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.

After finishing the settings, click Complete.

2. Configure triggered actions as follows:

After finishing the settings, click Complete.

After all settings are completed, click Save.

Step 3 Setting RelatedQuery

If you do not need the retrieved data to be stored to the system, add the RelatedQuery field to the form:

1. Drag the RelatedQuery field to the form and set Field Properties as follows:

Related Form: select the form — Contract Management – Auxiliary.

Display Fields: select Company Name, Contract Name, and Contract Amount fields.

2. Click Add Condition 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. Tick Multiple under Show Records. Then the system will display all the data that meet the condition.

Step 4 Setting RelatedData

1. If you need the retrieved data to be stored to the system, add the RelatedData field to the subform:

Click the RelatedData field and set Field Properties:

Related Form: select the form — Contract Management – Auxiliary.

Display Fields: select the Company Name, Contract Name, and Contract Amount fields.

2. Click Add Condition 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 Data Filling, and tick the fields you will retrieve. Select Fill into new fields from the drop-down list, and click Complete.

I have finished reading. 🏆

👉I can't wait to RETRIVE DATA.

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