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What are form Related Objects?
Simply put, a related object is an object connected somehow to the main object. There are generally two types of relationships supported by 3B Forms:
*An object can have multiple Lookup Fields to another object, self-reference is also possible (where an object has a lookup to the same type object)
Using Child Records
Lets take an example, where we are creating a Form which will allow user completing it to log multiple Cases, connecting their Contact record to the Case.
To achieve this, we need to create a form based on the Contact Object and add a Related Object based on “Case” object.
- Click on “Add” Button and select “Related Object” and a pop up will open
- Give it a “Title” – this will be displayed on the form
- Search for “Case” in the Related Object drop down
- You may have more than 1 Case option available. Next to the name of the object, you will see the name of the connecting field. In the example below, we have 3 fields on the Case which look up to Contact
- Select the option that best suits your scenario
- The two tables (Fields to Choose & Fields Chosen) will re-fresh and you will be presented with all the fields on that related object
- Required fields will be automatically added to “Fields Chosen”
- Click on the fields you want to add and then click on “Add Selected”
- Set the toggle Repeatable to “Yes”
- Setting this toggle to Yes means that a user completing the form can create multiple records (user can create multiple cases)
- Leaving it at No will allow the user completing the form to only create one related record (user can submit only one case at a time)
List of Related records – note Case (500) has multiple entries | Selecting fields to add to the form |
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That’s It!
Using Parent Records
Lets take an example, where we are creating a Form which will allow user completing it to create an Account and attach it to a newly created Contact.
To achieve this, we need to create a form based on the Contact Object and add a Related Object based on “Account” object.
- Click on “Add” Button and select “Related Object” and a pop up will open
- Give it a “Title” – this will be displayed on the form
- Search for “Account” in the Related Object drop down
- You need to look for the Account field in the “Lookup Objects” section
- The two tables (Fields to Choose & Fields Chosen) will re-fresh and you will be presented with all the fields on that related object
- Required fields will be automatically added to “Fields Chosen”
- Click on the fields you want to add and then click on “Add Selected”
- The toggle Repeatable will be disabled as you can only have one Parent in a Parent-Child relationship.
That’s It!
Notes:
- In the Related Objects pop-up, in the drop down “Related Object”, you will notice that against each entry there is a code in brackets (for example Contact (003)) – this is so we can identify which object you want to use in the scenario where you have multiple objects with the same name
- Remember to add a “Limit SOQL” statement to avoid exposing too much/irrelevant data to the form user if the form is going to be used in pre-populate mode
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- 1.10 Bodhi Tree
- 1.11 Baobab Tree
- 1.12 Baobab Tree
- 1.15 Baobab Tree
- 1.16 - Apricot Tree
- 1.19 Bonzai Tree
- 1.20 Maple
- 1.21 Palm Tree
- 1.22 Mandarin
- 1.23 Ginko
- 1.24 Duran
- 1.25 Fir
- 1.27 Lychee Tree
- 1.3 Beech
- 1.34 Stewartia
- 1.35 - 1.42 Tree of life
- 1.35 Horse Chestnut
- 1.4 Almond
- 1.43 General Sherman
- 1.47 General Sherman
- 1.48 General Sherman
- 1.5 Rosewood
- 1.53 Hornbeam
- 1.6 Cherry Wood
- 1.7 Fault Tree
- 1.7 Mango Tree
- 1.8 Coconut
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