Create Serial Number for subform rows
Requirement
Create serial numbers or auto-numbers for subform rows when a new row is added.
Use Case
In an employee management system, an employee can add
up to five
dependents.
It will be easy for the employees if the dependents added in the subform are numbered automatically.
Steps to follow
|
Form
|
Form Link Name
|
Field Type
|
Field Name
|
Field Link Name
|
|
Add Dependents
|
Add_Dependents
|
Number
|
S.No
|
S_No
|
|
Name
|
N
ame
|
Name
|
||
|
Drop down
|
Relationship
|
Relationship
|
||
|
Date
|
Date Of Birth
|
Date_Of_Birth
|
||
|
Add Employee
|
Add_Employee
|
Name
|
Name
|
Name
|
|
Email
|
Official Email
|
Official_Email
|
||
|
Radio
|
Gender
|
Gender
|
||
|
Subform (Add Dependents)
|
D
ependents - You can add upto 5 Dependents.
|
Dependents
|
Multiple fields can be added to the
Add Employee
form. We have added a
smaller
number for brevity.
3. Now, let's
create a workflow
to disable the
S.No
field in the
Add Dependents
subform during the load of the
Add Employee
form.
4. Add the below
Deluge code in the editor:
- disable Dependents.S_No;
5.
Now, let's create a workflow to calculate the serial number for the subform rows.
6.
Add the below code in the Deluge editor:
- //Set the number of subform rows to 0
- recCount = input.Dependents.count();
- // Inform the employee that only 5 dependents can be added
- if( recCount == 5 )
- {
- alert "This is the last dependent you can add. Please note that if you want to add a dependent, you have to remove one.";
- }
- //Set the current row's S.No value to the recCount
- row.S_No =recCount;
When a new subform row is added, the
S.No
field gets populated.
See how it works
Points to Note
-
Auto-number fields are not allowed inside subforms, so that there is no confusions when subform records are inserted.
Related Links
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Add subform rows with dynamic data from another subform
Requirement Automatically add rows to a subform and populate it with dynamic data fetched from another subform. Use Case A form named Orders Database contains customer details and their frequent orders in a subform. We have another ...Auto-populate subform data from a form based on lookup selection
Requirements Streamline the process of retrieving and displaying relevant data by auto-populating a subform based on the value selected in a lookup field. Use Case Consider an IT asset management application used by organizations to conduct asset ...How to copy a subform data to another subform using a report action
The values in a subform of a record can be copied to another form's subform using Deluge within the report actions. This allows seamless transfer of subform data between forms, ensuring consistency. For example, consider a Zoho Creator resource ...Display subform's report in parent form's report
Requirement When the user views a particular record in a report that has subform, the values in the corresponding records are also shown. Use Case An order management application contains two forms: Customers and Orders. The Customer s form is ...Auto-calculating values on a subform's field
Requirement Perform statistical operations on the numerical fields in subforms for analysis. Use Case In an order management application, there are two forms, Order and Product. The Product form lists all the products in the inventory and the Order ...
New to Zoho LandingPage?
Zoho LandingPage Resources