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How to configure different child form setups for two linked records fields in the same table?

Updated over a year 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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