Query Worksheet

1. Feature Introduction

Querying a worksheet is one of the methods for setting default values. When creating a new record, you may need to know the data of existing records in the current or other worksheets. You can find the data from the specified worksheet through a query condition and write the data into the field. Basic fields, associated fields, and sub-table fields all support this method for setting default values.

2. Scenario Example

For example, when creating a new order contract, you want to bring the quotation details from the quotation sheet into the order details.

You can set it up as follows: The default value for the sub-table order details queries the quotation details. Take their unique value, the quotation sheet (when the associated record scheme quotation content in the quotation details is the associated quotation content of this order contract), Set the following:

• Order details' selected product service = Quotation details' selected product service
• Order details' product service name = Quotation details' product service name
• Order details' unit price = Quotation details' product reference price
• Order details' unit = Quotation details' unit
• Order details' quantity = Quotation details' quantity
• Order details' discount amount = Quotation details' discount amount
• Order details' discount rate = Quotation details' discount rate

Finally, let's see the effect of the new data: After creating the order and selecting the quotation sheet, the order details automatically display the detailed data from the quotation sheet.