How to link a form to a form

#EN #Application #Form

Updated over a week ago

Table of Content


Link it to a field

When your field is invalid and it shows a red bar, you may slide the bar to the left to open a menu where you can either link a form to the field or notify a colleague.
If you choose the first option, you will have to choose a form among all the forms in your system (or less choices if you programmed your field with the correct validation rule) to remove the invalidity on your field.
Then, you will have the option to either create a new form from the template you have chosen or, if you have any available, you can choose from existing ones that are connected to your current issue. This will avoid duplicates.

All the linked forms will be available if you open the menu and you tap on the sheet icon or in the blue button with the chain icon in the top left corner of your screen.

Every linked form to a field will be created on the workspace and will be treated individually.

Link it to an entire form

From the blue button with the chain icon in the top left corner of your screen, you will get access to all the attached files of your form (PDFs and images), but also have the option to add forms to your entire form by tapping on the "+" icon.

If you tap on it, you will choose from a form among all the forms in your system or, if you have any available, you can choose from existing ones that are connected to your current issue. This will avoid duplicates.

All the linked forms will be available in the blue button with the chain icon in the top left corner of your screen.

Every linked form to an entire form will be created on the workspace and will be treated individually.

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