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How to configure different child form setups for two linked records fields in the same table?
How to configure different child form setups for two linked records fields in the same table?
Updated over 9 months ago

In case you have two linked records fields pointing to the same table, by default, they will share the same child form settings. If you want to have a separate child form setup for each of them, you need to do the following:

  1. Click one of the Portal Table or Linked Records Field.

  2. Go to Create & Expand Records section

  3. You can use a form for creating and another form for expanding records.

  4. Also besides the Edit Form button, there is another button.

  1. A modal will appear where you can have the option to create a new child form.

  2. After clicking the Add button, the portal table or linked records field already has a separate child form you can configure.

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