Linking Child Forms

Forms can be conditionally linked so that when one form is completed and submitted, a second “child” form is started. Fields from the first “parent” form can be mapped to the child form so that the entries remain the same on both forms. Multiple child forms can be linked, and child forms can become a parent to another form as well. 

The person who needs to complete the child form can be pre-determined when linking the form or set as the first form is completed if your processes are more varied. The same person can also complete both forms. Forms are linked on the parent form – which is the form with the condition that drives the start of the child form. Before you link forms, they should be as complete as possible.

1. Click  (Link Child Form) and select Link a Child Form to open the Link Child Form window.
   
2. Enter the condition that must be met for the child form to start at the submission of the parent form. You can base this on any field in the form. If the child form must always be completed, you can base the condition on a field in the form for just this purpose that you can leave off of a report, such as a radio button input named Start Child Form with one option set to default marked.
3. Select the form that will start based on the condition. This is the child form, and it must be published.
4. Select the options for who needs to complete the child form:
   User Completing the Parent Form – use this option when the same person completes both forms. This useful when additional unexpected work is needed for a work order, and only one technician is dispatched to the work order.
   Someone Else – use this option to assign the child form to another user. You can decide to choose Assign Now whether the child form is sent to a specific person, such as a sales coordinator if a quote is necessary; or to have the parent form user decide when they submit the form.
5. Map the fields on the two forms if you want the data from the parent form to fill fields on the child form. Mapping is optional. You will only be able to map fields of the same type to each other. For example, you can’t map a date field to a text field.
6. Click Save. The next time the parent form is submitted, and the condition is met, the person who is receiving the child form will receive a notification that a form is assigned and will be able to start the form from the Saved/received forms tab on the app. Notifications do not appear for Windows and browser apps. Depending on your operating system, you may have to sync to see the child form in the Saved/received forms tab.