Create Serial Number for subform rows

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

1. Create the forms with the following details:
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:
  1. 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:
  1. //Set the number of subform rows to 0
  2. recCount = input.Dependents.count();
  3. // Inform the employee that only 5 dependents can be added
  4. if( recCount == 5 )
  5. {
  6.   alert "This is the last dependent you can add. Please note that if you want to add a dependent, you have to remove one.";
  7. }
  8. //Set the current row's S.No value to the recCount
  9. 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. 

    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

                                                                                                        • 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 ...
                                                                                                        • 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 ...
                                                                                                        • 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 ...
                                                                                                        • Automatically create daily reports and send current day's reports as email attachment

                                                                                                          Requirement Schedule custom actions to automatically create labour reports everyday at the specified time and send a filtered report of all the reports corresponding to the current day as an email attachment. Use case Let's assume your company has ...
                                                                                                          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