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New sheet from subtable

Creating a New Sheet from your Subtable

Subtables are a great start to build one-to-many relationships. But in some cases, it's a bit hard to enter a lot of information on a subtable since the values will only populate one row, and it will be a bit harder to search for the information entered to the sub-entries inside the subtable, since queries in Ragic is based on the main entries in the form, rather than the subtable sub-entries.

To make the data in the subtables more accessible, you can create a new form from a subtable. When you're in the Design Mode, simply click on the Form Tools button, and choose the New sheet from subtable option, listed under Sheet Linking Tools.

Doing so will show you a list of subtables that are on this form. Clicking on the Create New Sheet link will create a new form with the fields of the corresponding subtable.

Apart from containing all the fields in the subtable, the newly created form will contain an additional field that will link back to your original form, based on your selection in the dialogue window. This field will show the main entry that this subtable entry belongs to.

In our example above, we create a form out of the Contacts subtable in a "Companies" form, the new Contacts form will contain a field named Company Name, so that you would know which company this contact is from. If you edit this contact and change the company, the corresponding subtable entry will be moved to the new company that you choose.

Below is a video example of how this type of linking can be used in conjunction with the link & load type.

It is also possible to insert a subtable from fields that are in another form, which is covered in the next section.

Adding New Fields from your Sheet to your Subtable

If you add new fields to your new sheet that you'd also like to add to your original subtable, click on Form Tools to view all the existing links on your sheet. You'll see the name of the sheet you generated, listed under "New sheet from subtable". You will be able to add available fields to your linked subtable by clicking on this name. A pop-up window will be displayed, showing available fields and selected fields. By moving new fields on your generated sheets from available fields to selected fields, you will be able to display new fields on your original subtable.

Create a Full Entry in a Linked Subtable

If you have a subtable that is linked to a full entry with a sheet generated from this subtable, or is a reference from another sheet, you can add an action button to easily add a new entry in the form where this subtable is referring to.

To do this, go to the design mode of the form page you would like to add the action in. You will find a list of your linked sheets under the Form Tools menu, sorted beneath the type of linking. Click on the gear icon next to the linked sheet you would like to add a new entry in.

You will be prompted to name the button that will be added to your action.

This will create an action button that will allow you to add a new entry to your subtable by filling out the full version of the form.

Note: If you want to remove action button, you may refer to this article

Link your Subtable Rows to the Related Entry on your Generated Sheet

When you have created a new sheet from your subtable, you can create a link on your original subtable row for a text field of your choice to take you to the related entry on your generated sheet when clicked.

In our example below, we have a Companies sheet that contain related Contacts' information in a subtable, which the Contacts sheet is generated from.

In the form page Design Mode, navigate to Form Tools. You will see the sheet generated from your subtable, with a gear icon next to its name. Click the gear icon to set up the link.

This will show you a dialogue box to set the field your link will be in. In our example, we want this to be the "Contact Name" field.

Save your process and exit the design mode. You'll now see that your selected field values have become links.

Clicking on any of these links will take you to the related entry in the sheet generated from this subtable.

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