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Create Subforms for Child Records

In many cases a stream record is a master record that can have multiple child records. For example, an Inspection record could have a child record for each area that was inspected. Some inspections might then have many child records, while others have only a few, depending on the number of areas there were to inspect.

 

When the form for the master record appears, you want users to have the ability to add child records at the same time. Those records appear in a subform

 

To create the subform:

  1. Create the master data component (Inspection) and the child data component (Area).
  2. Create a form for the child data component. (The default master form is displayed.
  3. Add a Child Data List field to the master form, choose the child data component and the form it uses.
  4. Determine how existing records appear in the list:
    • The child data component's summary field is used by default.
    • Or the child data list field can specify which data elements to display.