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    How to Set the Default Data to be Displayed in the Subtable?

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    Default data in the subtable

    Latest N rows

    Rows within a specific time frame

    As the amount of rows in your subtable increases, you may notice that the loading time becomes longer. In addition to leveraging the Sheet Sections to reduce the number of rows loaded at once and improve speed, another alternative approach is to limit the loaded data rows through Subtable Default Filter.

    Latest N rows

    When subtable data is added sequentially, for example:

    You can follow the steps below:

    Step 1: Add a serial number to the subtable

    If you already have a serial number field in the subtable, you can skip this step. If there is no serial number field yet, you can add a numeric field type with $SEQ Default Values. After completing the settings, please save the design first and then execute Populate Empty Values to apply it to existing subtable rows.

    Step 2: Add a check field

    Add a "Display Rows" numeric field type with COUNT() formula to define how many rows should be displayed, for example:

    COUNT(A24)-3
    

    The above formula means displaying the latest 3 subtable rows. If you want to display the latest 5 rows, you can adjust it to COUNT(A24)-5.

    Step 3: Add a subtable check field

    Add a "Display?" checkbox field with a conditional formula to determine whether the subtable row needs to be displayed, for example:

    IF(A24>A28,"Yes","No")
    

    It means when the serial number of the subtable row is greater than the "Display Rows" value, it will return "Yes"; otherwise, it will return "No".

    Step 4: Save the design and trigger the Formula Recalculation

    Step 5: Set subtable filtering on the front-end

    On the front-end, set a filter for the "Display?" subtable field to "Yes" and save it as Default Filter.

    When new rows are added in the future, the system will automatically recalculate the "Display?" field and refresh the filter.

    Rows within a specific time frame

    When subtable data includes a date field, for example:

    You can follow the steps below:

    Step 1: Add a date subtable field

    If you already have a date field in the subtable, you can skip this step. If there is no date field yet, you can add a date field type and, depending on your needs, use a Default Values for creation date or last modified date. After completing the settings, please save the design first and then execute Populate Empty Values to apply it to existing rows.

    Step 2: Add a check field

    Add a "Display Date" date field type with the TODAYTZ() formula to calculate the desired range, for example:

    TODAYTZ()-30
    

    The above formula means displaying data rows within the "past 30 days". If you want to display the past 14 days, you can adjust it to TODAYTZ()-14.

    Step 3: Add a subtable check field

    Add a "Display?" checkbox field with a conditional formula to determine whether the data row needs to be displayed, for example:

    IF(C24>A28,"Yes","No")
    

    It means when the "Due Date" of the subtable row is greater than the "Display Date" value, it will return "Yes"; otherwise, it will return "No".

    Step 4: Save the design and perform a formula recalculation

    Step 5: Add a Daily Formula Recalculation

    Step 6: Set subtable filtering on the front-end

    On the front-end, set a filter for the "Display?" subtable field to "Yes" and save it as Default Filter.

    In the future, the system will perform a daily recalculation to update the values in the "Display?" field and refresh the filter.

    Note: The "Display?" subtable field will still work correctly if set to hidden. You can Hide this field if needed.

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