The Related Form field allows you to link an existing form or create and link a new one. The linked form is displayed as a table within the master form, enabling convenient operations on related data, including viewing, editing, exporting, and printing data from the related form. You can also configure the form to allow simultaneous submission of both the master form and related form data.
Where to Use the Related Form?
| Scenerios | User Cases |
1 | Display related form data in tabular format within the master form for quick access and management. | In customer management, view follow-up records, contacts, and order details while accessing the customer information. |
2 | Record detailed data and access specific records as needed. | In order management, use a related form to record item details for an order, supporting partial shipment and returns. |
2 | Record detailed data and access specific records as needed. | In procurement, use a related form for purchase item details, enabling filtering by supplier and consolidated payment. |
2 | Record detailed data and access specific records as needed. | In repair workflows, use a related form to list multiple repair tasks in one work order, and assign each to different technicians. |
What Does It Look Like?
Take the order management as an example.
How to Configure It?
On the form design page, add a related form field by clicking/dragging and dropping.
Notes:
1. A form can have multiple Related Form fields.
2. Related Form fields cannot be nested inside subforms.
3. Each Related Form field is counted as one field within the master form.
Linking the Related Form
Choose one of the linking methods:
Link to an existing form: select a form from the dropdown list.
Create a new form: enter a name and click Go to Design. A new tab will open to design the form. A Lookup field is automatically added to link it with the master form.
Note:
1. You must have permission to create forms to choose the "A new form" option.
2. A form can be related to at most 50 other forms. If exceeded, new forms cannot be created.
3. After linking, you can change the related form, but only to another existing form. You cannot create a new one during this step.
Displaying Fields
It refers to the fields shown in the Related Form field from the related form. Click the box under Display Fields and select the fields to show. You can also adjust their display order.
Notes:
1. Up to 50 fields can be displayed.
2. The following field types are not supported: Divider, Query Data, Select Data, Button, Subform, and Related Form.
3. If display fields do not appear, check permissions as described in the troubleshooting guide.
4. Quick Edit is supported even if it's disabled in the related form.
Data Permission
When viewing/editing records in the master form
To allow users to add, import, or export data to the related form while viewing or editing the master form, enable the following options:
Create records to the related form
Allow import
Allow export
Note:
If options are enabled but buttons are not visible, or data is missing during export, verify permissions as described in the troubleshooting guide.
When adding records to the master form
Add together with the data in the master form
Enable this option to fill in related data while creating the main record. Each entry is automatically related and saved upon submission.
Notes:
1. Each Lookup field used to relate to the master form is auto-filled during submission.
2. Permissions are determined by the intersection of display fields and fields available in the related form's "Add Data Only" or "Initiate Process" permission groups.
3. If disabled, the related form will not be visible while adding a main record, even if field permissions are set to View.
4. Only one related form field per form can enable this option. Up to 500 records can be submitted at once.
5. For Serial No. fields:
In related forms, they appear empty during entry but generate automatically upon submission. If the generation fails, it retries and may result in skipped numbers.
Master form serial numbers cannot be auto-filled into the related form during entry. Use Automations Pro after submission to fill in this data.
Duplicate values are not allowed when filling in a single record
When Add together with the data in the master form is enabled, you can prevent duplicate values for specific fields in the Related Form field.
Supported field types include: Single Line, Single Select, Member, Department, Select Data, and Lookup.
Data Sorting Rule
To control how data is ordered in the Related Form field, set sorting rules:
Sort Fields: Supported types include form fields (Single Line, Number, Date&Time, Radio, Single Select, Serial No., Aggregation) and system fields (submit/update time, WeChat nickname/OpenID, and extension field).
Sort Direction: Ascending or Descending
Operations on the Related Form Records
Exporting
When exporting master form data, you can choose to include related form data. Up to two related forms can be exported at once, each placed in a separate sheet.
Note:
If data is missing or fields are incomplete, refer to the troubleshooting guide.
Printing
When designing a Custom Print Template for the master form, you can include up to two related forms' display fields.
Note:
1. System printing and batch printing do not support Related Form fields.
2. Header and footer layouts are not supported for the Related Form field.
3. For Select Data and Lookup fields in the Related Form fields, you can include their configured main fields when printing.
Field Referencing Capabilities
Related Form fields can be referenced in the following scenarios:
Category | Scenario | Capability |
Form Design | Selectable fields | |
Form Publishing | Field permissions (view only) | |
Workflow | Field permissions (view only) | |
Manage Data | Views | Support displaying field settings, freezing columns, and hiding columns |
User Cases
User Cases | Description |
Sales Management (Partial Delivery) | Use Related Form fields to split item details into separate forms for shipping or return processing. Use the Aggregation field to track quantities shipped, returned, and pending. |
Finance Payments (Batch Payment) | Extract purchase item data into a separate form and filter by supplier for bulk payments. |
Inventory Management (Batch Entry/Exit) | Split incoming/outgoing stock data into separate forms to enable real-time product inventory tracking. |
Repair Workflows | Use Related Form fields to record repair tasks, each initiating a separate workflow assigned to different technicians. |
Common Configuration
Configuration | Description |
Duplicate Validation | Configure based on data entry stage. See xxx.
|
Data Linkage |
See xxx. |
Data Filtering | Filter related data based on master form content. See xxx. |
Formula | When editing the formula for a Related Form field, if you want to reference the master form field, see xxx. |
More to Know
1. For permission configuration and troubleshooting, refer to xxx.
2. Deleting a Related Form field does not delete the data in related form.
3. The label of Related Form field do not support left-right alignment.
4. Related Form fields are not visible when viewing through form fill links, sharing link for a record, or public query link.
5. Duplicate validation and aggregation validation in the related form do not take effect during joint data entry of both master and related form.
6. Master form and related form data are stored in separate forms:
Deleting a master record does not delete related form records.
Use Automations Pro to configure cascading deletes or updates.