- Video Tutorial
- Create your main form
- Initial Set Up - Subform
- Display Configuration
- Search Configuration
- Search Fields
- Sort Fields
- Filter Configuration
You can create Forms within Forms. This is useful for creating or updating linked records and tables from a single form.
If you have a Linked Record field in your main forms, you can add a Subform to create or update records in the Linked table
Video Tutorial
<<COMING SOON>>>
Create your main form
Initial Set Up - Subform
- Add your Linked Record Field to your Form
- Set up your basic Field Configurations in the field menu
- Open Display Configuration in the field menu
- Click Add/Remove Fields
- Choose the fields you want displayed on your form and click Done
Display Configuration
Now you need to configure the settings for each field on your Subform
- Click each field you chose in your Display Configuration
- Choose your options for the Field:
Display on Table Listing - Display the field on the form once selected or prefilled
Display on Lookup - Display the field on the lookup screen when choosing a record
Column Header: Add a custom column header - Leave Blank to use Field Name
Formatting
Display Template - Create your own field data display template. Use the placeholder {{VALUE}} for the field value
Example: Want to display a $ symbol for an amount? Use ${{VALUE}}
Lookup Display Position - Determines where on the record in the Lookup Display your data value will appear. Depending if you’ve set other Lookup Displays on fields, you will see Primary, Secondary, Image, or Sub Fields as options - See example below for location of Lookup Display positions.
Advanced Format Options - advanced formatting options for each field. Will display different options depending on the field type - Learn more about adding advanced formatting to your fields.
Search Configuration
Choose how the form user can search linked records
Search Fields
- Choose the fields that can be used to Search your linked records
- Open each field and choose the Field Configuration options
- Search Fields Matching Style - Select how searches against the search field will be performed Options: Exact Match - The form user must enter a value that exactly matches a search field value Contains - The form user can enter in values that are contained in the search field values
Case Sensitive - Enable if Search Field needs to match exactly, including uppercase, lowercase, or other
Sort Fields
- Select the fields to be used for sorting search results of field
- Choose a field and then choose Ascending or Descending order
- You can add multiple fields used for sorting by clicking Add new option after the first sort
Sort Fields - Select the fields to be used for sorting results of field
- Choose a field and then choose Ascending or Descending order
- You can add multiple fields used for sorting by clicking Add new option after the first sort
Filter Configuration
You can filter your Subform to only display specific records for the form user. You can filter by:
- Views
- Dependencies (current form values)
- Dynamic URL Filters
Parent Link Mode - Determine how to link Parent field to this field Options: Field Match - Match to exact field Custom Formula - Create a filtered search using an Airtable formula
Parent Source Field - Choose the Parent Source field
Parent Matching Style - Select how to link fields with Parent field Options: Exact Match Contains Does Not Contain Does Not Equal
Case Sensitive - Enable if Parent Field needs to match exactly, including upper case, lower case, or other case