Subforms help you to include additional data tables within a primary module record in your vertical application. They are used to manage and display multiple related data entries associated with a single record, providing a structured way to organize detailed information.
Custom Fields: You can define multiple field types (e.g., text, number, date, lookup) within the subform to suit specific business needs.
Data Organization: It lets you capture and display multiple records related to the parent record in a tabular format.
Relational Data Management: It helps you establish a relationship between the parent record and multiple related data entries, ensuring comprehensive data capture.
Packaged Subforms are created in the developer console and deployed to subscriber organizations during signup or through upgrades. Any new subform that is created in the developer console will be included in the next version of the application.
To know more about packaging, please refer to our guide on Components Packaging in Zoho Vertical Studio.
Property | Upgrade Type | Modify Access |
Subform Name | Upgradable | Developer Only |
Show Tooltip | Upgradable | Developer Only |
Required | Upgradable | Developer Only |
Maximum row entries allowed | Upgradable | Developer Only |
Re-order option for row entries | Upgradable | Developer Only |
Add Custom Fields | Upgradable | Developer Only |
Required
When a subform is made mandatory, it will apply to all newly created records. For existing records without subform data, the update will take effect only when the records are updated. At that point, the records cannot be saved unless the required subform data is provided.
Maximum Row Entries Allowed
New records will follow the updated maximum number of row entries in the subform. For existing records, the updated limit will take effect only when the records are edited.
If the updated maximum row count is greater than the current entries in existing records, there will be no impact.
If the updated limit is lower than the existing entries, no new entries can be added. The existing entries will remain in the records until the subscriber manually removes them.
Custom Fields
Adding new fields to a subform will not affect existing data. However, the new fields will appear when users edit any existing records.
If a new field is marked as required, this change will apply to existing records only when they are edited. At that point, the record cannot be saved without providing data for the newly marked mandatory field.
Once a field is added to a subform, it cannot be removed.