Understand subform actions | Zoho Creator Help

Understand subform actions

The subform actions are a set of actions that concern the subform. In the live application, the subform will have two buttons:
  1. 'Add new' - This button will enable the user to add a new entry to the subform.
  2. 'Delete' - This button will enable the user to delete an entry in the subform.

By default, both the 'Add new' and 'Delete' buttons will be displayed. However, a workflow can be used to show or hide the buttons. Using a workflow you can set conditions and display the buttons to the user. The button is displayed in the subform only when the condition evaluates to true.

Under the subform actions there are four different options:

  1. Show subform add entry     - This will show the 'Add new' button
  2. Hide subform add entry       - This will hide the 'Add new' button
  3. Show subform delete entry  - This will show the 'Delete' button
  4. Hide subform delete entry    - This will hide the 'Delete' button

Let's assume that a company is collecting the information of its employees and the vehicles they own. The form has a field for the employee name, email and number of vehicles. If they have vehicles then the employee should enter their details which is present as a subform. The company wants to design the form in such a way that the employees with no vehicles need not fill the fields in the subform. This can be achieved by creating a workflow which runs the 'Hide subform add entry' action on the condition that number of vehicles is zero. When the employees enter '0' in the 'No. of vehicles' field then the 'Add new' button will be hidden. They can then proceed to submit the form.  Assume that the company does not want the employees to delete the entries which they entered in the 'Vehicle details'. This can be achieved by creating a workflow which runs the 'Hide subform delete entry' action with the always condition. This will remove the delete button for all employees. Similarly the company can use the other options based on the necessary criteria.

Note: There are differences between the show/hide options that are available in the forms and the subforms. The show/hide option in the form focuses on whether to display a field present in a form. While the show/hide option in the subform focuses on whether to allow the user to add or delete new entries to the subform.

Related Topics

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION










                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Understand field rules

                                                                                                        The script actions in the field rules event will help you in defining the behavior of the fields in the form. There are multiple actions which can be associated with the field rules event. They are: Show field - This will make the field visible to ...
                                                                                                      • Configure show/hide subform delete entry

                                                                                                        Show subform delete entry To configure a subform action to show the subfrom delete entry: While creating a new workflow choose the Field rules option in the When to trigger workflow dropdown. Click on the 'Add new action' button. The Add New Action ...
                                                                                                      • Configure show/hide subform add entry

                                                                                                        Show subform add entry To configure a subform action to show the subfrom add entry: While creating a new workflow choose the Field rules option in the When to trigger workflow dropdown. Click on the 'Add new action' button. The Add New Action window ...
                                                                                                      • Understand popup subform

                                                                                                        In Zoho Creator, the subform field enables you to display a form within a form. The form in which you add a subform is referred to as the main form. You can either create a blank subform whose existence is inside the main form or add an existing form ...
                                                                                                      • Understand subform field

                                                                                                        The subform field enables you to display a form within a form. The form in which you add a subform is referred as the main form. Refer to the following sections to learn about subforms: Appearance When to use this field Understand adding a subform ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources