This guide explains the special permission for the related form field and provides solutions to common configuration issues that may arise during use. The goal is to help you achieve the expected behavior when working with related forms.

A Related Form field acts as an entry point for managing records from a related form within a master form. What you can see or do within the related form depends on both:

The final permissions are determined by the intersection of these two factors.

Additionally, a user’s related form permission varies because of their different access to the master form:

For example, when you want to edit the Product Code, you must ensure this field has been ticked in Display Fields, and you are granted Edit permission for it in the Order Details form.

After the configuration of the related form field, if you still cannot perform expected operations or see expected data, the issue is usually tied to either user permissions or related form settings. Below are several common problems and how to troubleshoot them.

Problem:

Even after setting display fields, you see “No data available” or only partial data when viewing the related form field.

Solution:

Check permissions according to access type:

Problem:

You enabled operations like Add or Import, but in Manage Data, no action buttons appear in the related form.

Solution:

Check permissions according to access type:

Problem:

When exporting master form data, you selected the related form field for export, but related form data did not appear (e.g., no corresponding sheet in the Excel file).

Solution:

Verify that the member has related form management permissions.

Problem:

You configured the Data Filling rule in the related form through a Lookup field. However, when creating a record in the related form, the master form’s content does not populate into the related form.

Solution:

Set Hidden Field Default Value of this field as Always Recalculate.