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Pendragon Forms Parent and Subforms

 

Creating multiple records related to one item is easily accomplished using a parent form and subform.  A parent and subform have a one-to-many relationship; for every one record in the parent form, there can be many records in the subform.

 

For example, one customer may place many orders.  A parent form may contain customer contact information and the subform could be used to create invoices for individual orders.

 

 

How it works

The parent form includes a Subform field that references the name of the subform.  This field displays a button with the name of the subform on the handheld.

 

Tapping the Subform button in the parent form generates a new record in the subform.  

 

The new subform record inherits data from matching fields in the parent form.   

 

 

When the record has been completed, the user returns to the parent form.

 

Subform options

In some cases, such as a form with more than 250 fields, you can use a special type of subform to extend the length of the form.  A Single Subform field will create only one record in the subform for each parent form.

 

Subform Design Tips

Fields must match exactly

In order for data to be copied, the field type must be the same.  Field names are case sensitive and any punctuation or spaces must be the same. 

 

Fields 1-10

Linked fields are limited to the first 10 fields on the parent form and subform or reference form.

 

Unintended Matching

Take care not to accidentally match fields between the parent and subform.  A common field name such as "Notes" on both the parent and subform can be an uwanted fieldmatch if it occurs within the first ten fields on both forms.

 

Matching fields Report

In the Form Designer a Matching Fields Report button is available for Subform fields.  Run this report to quickly check that all desired fields match and that there are no unintended matches.

 

Preventing broken links with Read-only fields

If a matching field is changed on the subform, the link to the parent form is lost. By making all matching fields on the subform Read-only, you can prevent broken links with the parent form. 

 

 

Additional Information:

 

For more information about using Pendragon Forms database synchronization, please consult these chapters in the Pendragon Forms Reference Guide.

 

Chapter 7: Field Types, pages 94-98 and 103-111

Chapter 20: Working with Multiple Forms

 

 

 

Get the Pendragon Forms Reference Guide

If you have already installed the Pendragon Forms evaluation, the Reference Guide is available by clicking the Windows Start btton ... Programs ... Pendragon Forms ... Reference Guide.

 

The Pendragon Forms Reference Guide is also available online.  (6.1MB, PDF download. Right-click on this link and choose Save Target As...)

 

 

 

 

 

 

 

 

 

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