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How to connect two forms together?

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Updated
ByHarsh Kesari

  1. Create Your Forms

    • Configure two forms: one will be the parent form, the other the child form

  2. Access the Parent Form

    • Open the form builder for your parent form

  3. Add Child Record Field

    • In the parent form, add a new field of type “Child Record”

  4. Configure Child Record Field

    • Select the newly added Child Record field

  5. Set Data Source

    • In the field properties on the left side, find the “Data source” option
    • Set it to “Reference List”

  6. Select Reference Form

    • Next to “Data source”, you’ll find the “Reference to” option
    • From the dropdown, select your child form name

  7. Save Changes

    • Save the configuration to your parent form

  8. Test the Connection

    • Create a test entry in the parent form
    • Verify that you can add child records from the selected child form
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