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Form Manager

Parent Fields

Fields from one module can be added to forms from a different module.  Parent fields are one way to do this.  Parent fields can be added to child module forms.  These fields can not be edited from the child form, they are just used to view information from the parent record.  If you have a one to many relationship set up then you will have parent fields that you can use.  A common relationship is one company to many opportunities.  The parent module would be company and the child records would be the many opportunities.  There would be the option here to add any of the company fields to the opportunity form. 

To add a parent field to a child module form.

1. Open the form manager for the child module you would like to add the parent field.

2. Select the layout that you would like to add the parent field to.

3. The parent fields are located on the left side of the form manager under the title "Parent Fields (Read Only).  You may need to click the icon to expand the section.

4. Click and drag the parent fields on to the layout.  When you are dragging the field the background will turn blue where the field will be placed.  Find the spot you would like to put it and release the mouse button.

5. Click "Save Form Layout" when finished. 

6. When you open a child record you will now be able to view the information from the parent module.

See also