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Default Value Method 2 — Query Worksheet

When creating a record, you may need to reference existing data from the current worksheet or other worksheets.
By defining query conditions, the system can retrieve matching records from a specified worksheet and populate the field automatically.

This method is supported for:

  • Standard fields
  • Relationship fields
  • Subform fields

Scenarios and configuration examples​

1. Default values for standard fields​

Scenario:
When submitting an expense request, the Bank Account Number and Account Name fields default to the values used in the employee’s most recent expense record.

1) Configure dynamic default value​

For the Bank Account Number field, select Query Worksheet as the dynamic default value method.

2) Configure query settings​

  • When querying from a worksheet, the query scope includes all records in that worksheet

  • The query may return multiple records. You can choose to:

    • Use the value from the first matched record
    • Set the target field to empty (clear the field value)
    • Keep the original value

  • If no record is found, you can choose to:

    • Set the target field to empty
    • Keep the original value

  • Handling empty dynamic values in conditions

Result:

2. Default values for relationship fields​

Scenario:
When creating an order, enter a phone number. The system searches the Contacts worksheet and automatically links the matching contact record if found.

1) Configure default value for the relationship field​

Set the Contact field to use Query Worksheet.

2) Configure query settings​

  • For relationship fields, you do not need to select the worksheet explicitly. Only the query conditions are required.

  • The query may return multiple records. You can choose to:

    • Use the first matched record
    • Set the field to empty
    • Keep the original value

  • If no record is found, you can choose to:

    • Set the field to empty
    • Keep the original value

  • Handling empty dynamic values in conditions

Result:

3. Default values for subform or relationship fields (table view)​

Scenario:
In an equipment inspection process, when creating an inspection record and selecting a device, the system retrieves multiple inspection items and methods from an Inspection Template worksheet, and automatically populates them into the subform.

1) Configure dynamic default value for the subform​

Subform fields do not support the Other field values method for default values.

2) Configure query conditions​

  • Select the Inspection Template worksheet as the data source

  • You can limit the number of records retrieved:

    • Up to 500 records
    • Up to 50 records in card display mode

  • If no records are found, you can choose to:

    • Set the target field to empty
    • Keep the original value

3) Configure field mapping​

The queried data must be mapped to the subform fields.

  • Left: fields in the subform
  • Right: corresponding fields from the query result

Result:

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