New Related Form

This feature allows you to automatically populate information from one form to another, which will save you time.

note

For example: after creating a Sales Agency Agreement, you will need a Contract of Sale. Using this related form button, common information will be populated from the Sales Agency Agreement into this newly created Contract of Sale.

1. Click Forms in the left menu and select the form you wish to create a relate form from.

2. Click the More button in the top toolbar

3. Click the New Related button near the top right of the screen

   

4. Select the Related form you wish to create and click Next

   

5. Choose from a Standard form (blank)

OR

4. a previously created Template

   

info

When creating a related form from a template the information in the parent form will take priority over the information in the template for any shared fields.

5. Type a name for your form in the Description area and click Create.

6. You will now be redirected into the newly created related form with the common information populated from the parent form.