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Working with Subforms

Sometimes, a form includes one or more subforms, where each subform adds additional data to a record.

 

For example, when creating a claim, there may be a basic form for the claim, which creates the master record. There could then be multiple additional records for each item in the claim. To create a claim, then, you would fill out the claim form, and then fill out an additional form for each item in the claim. Those claim item forms are known as subforms. Their data is stored in child data components of the master, or parent, claim record.

 

When the design allows subforms, a blue Add button appears in the form:

 

When you click that button, a dialog appears that lets you add data into the subform. Here, the designer has specified 3 fields: A short text field, a numeric severity field, and what could be a lengthy field that contains notes.

When you save your data, one or more of those fields appear in the main record, to indicate the presence of the child record. Here, the designer chose to display the text field and the severity:

 

Because the notes field could be long, it was excluded from the summary information that appears in the main form. However, hovering over that line highlights, to signal that you can use the X icon to delete the child record, or double-click the line to open the subform, so you can see and edit the additional field(s).