A Lookup Field is a special field type that allows you to establish relationships between data records—either across different forms or within the same form. Through Lookup fields, you can link related data, making data management, querying, and maintenance more efficient and structured.

Inter-Form Relationship is used to establish a “one-to-many” relationship between two independent forms in your business. This relationship enables convenient data reference, management, and maintenance between the two forms.

A one-to-many relationship exists when each record in one form (the “master form”) can be associated with multiple records in another form (the “related form”), but each record in the related form only links to one record in the master form. Both forms can exist independently.

For example:

A “Customer” can have multiple “Contacts,” but each “Contact” only belongs to one “Customer”. In this case, the Customer form is the master form, and the Contact form is the related form.

1. Add a Lookup field to the related form (Contact Information here) and select the master form (Customer Information) as the data source.

2. After the relationship is established, a new Tab is automatically added to the data detail page of the master form. This allows you to view and manage all associated records from the related form in one place.
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An Intra-Form Hierarchical Relationship refers to a relationship established between records within the same form, allowing you to organize data in a hierarchical, tree-like structure. This is commonly used to represent parent-child relationships within a single dataset.

A tree structure is a way of organizing data that looks like an upside-down tree. In this structure:

Tree structures are widely used in scenarios such as organizational charts, multi-level product BOMs, and performance goal breakdowns. For example, in performance management, a top-level goal (e.g., annual sales target) is broken down into sub-goals (e.g., semi-annual targets), forming a layered hierarchy.

For example, for the image below, "Annual Sales Target" is the root node, and "H1 Target" and "H2 Target" are the child nodes.

To create a tree structure using Intra-Form Hierarchical Relationship:

1. Add a Lookup field to the form and select the current form as the related form.

2. Enter the root node data without using the relational field.

3. Enter one or more child node records, using the relational field to link each child to its parent node.

4. Repeat this process to build additional layers of the hierarchy.

Taking the Sales Performance Management as an example, let's see the specific steps:

1. Add a Lookup field to the Sales Performance form, and select the current form as the form to relate to.

2. Add a root goal, with no need to enter the Annual Sales Target.

3. Add two child node records: H1 Sales Target and H2 Sales Target. Remember to link both of them to the "Annual Sales Target" we submitted before.

Now we have established the relationship between the first level (Annual) and the second level (H1 & H2) goals.

4. Once the relationship is in place, a Related Tab is automatically added to each data detail page to display and manage child nodes.

A record cannot relate itself to its parent. To prevent this, the current record is automatically excluded from the list of selectable values when using the relational field.

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