Skip to main content

Control - Query Records

The Query Records field allows you to retrieve and display records from other worksheets or aggregated tables based on defined conditions.

Unlike a relationship field, it does not require a persistent relationship. Instead, it dynamically queries and displays relevant data, making it easier to view related information.

Usage​

Example​

In the example below:

  • The Order worksheet is associated with the Customer worksheet
  • The Customer worksheet does not include a reverse relationship to Orders (one-way relationship)
  • You want to view related orders within a customer record

In this case, you can use a Query Records field to display related orders.

Add a Query Records field​

Add a Query Records field to the Customer worksheet.

Select the data source​

You can query data from:

  • Worksheets
  • Aggregated tables

In this example, select the Order worksheet.

Configure query conditions​

There are two ways to define query conditions:

  • Create query
  • Existing association

When a dynamic value used in conditions is empty, you can define how it should be handled.
Learn more

Create query​

For example, to retrieve approved orders for the current customer:

  1. Select the target worksheet (Order)
  2. Configure the following conditions:
  • Condition 1: The relationship field Customer is any of the current record
  • Condition 2: Status = Approved

If an existing relationship is detected, the system will prompt you to use it to automatically generate conditions.

After confirming, a default condition is created. You can further refine it as needed.

Use existing relationship​

You can quickly generate query conditions based on an existing relationship.

  1. Select a relationship linked to the current worksheet
  2. Click Next

The system will automatically add a condition such as:

  • Customer = Current record

You can then add additional conditions as needed.

Additional settings​

After configuring query conditions, you can adjust display and interaction settings.

Sorting​

Controls the order in which query results are displayed.

Show single record​

When enabled, only the first record (based on sorting) is displayed.
You can choose which fields to display, and all fields will be presented in card.

Show multiple records​

Record limit​

You can limit the number of records returned.

  • If not specified, all matching records are displayed
  • In text mode, a maximum of 50 records can be shown

Display type​

Query results can be displayed in the following formats:

  • Text (default, up to 50 records)
  • Card
  • Table (can be placed anywhere in the record or within tabs)
  • Tab table (displayed at the bottom alongside tabs)

Allow adding records​

When enabled, a Create button is displayed, allowing users to add new records directly.

Allow opening records​

When enabled, users can open record details by clicking a record.
You can specify a view to control how the record is displayed.

Allow export​

When enabled, visible query results can be exported to Excel.

  • Maximum export limit: 10,000 records

Filter by user permissions​

  • Disabled: displays all matching records
  • Enabled: displays only records the current user has permission to view

Notes​

  • Query Records fields are for display only and do not store data
  • Not supported for filtering or sorting in other contexts
  • Cannot be used as conditions or dynamic values
  • Can be controlled (show/hide/read-only) in business rules and workflows
  • In list display mode, column visibility can be configured

Differences from other field types​

  • Query Records field
    Dynamically retrieves and displays data (no data stored)

  • Relationship field
    Creates and stores a persistent relationship between records

  • Bidirectional relationship
    Requires relationship fields on both worksheets, with synchronized data

Table display styles​

  • Supports Standard and Row-to-column transposition
    Learn more

  • Table interaction supports Classic and Grid modes
    Learn more

Was this document helpful?