Relations

A relation is a tree structure that can be used as a field within a form to get a structured overview of your data.

Add a record

  1. Select a relation.
  2. Click the Add record button in the content pane.

    The Add entry window opens, where you can complete the form.

If the relation folder has been chosen in more than one form, you can switch the forms from the Forms field in the upper right corner of the content pane.

Export a record

  1. Select a relation.
  2. Click the Export to .xls button in the content pane.

    A dialog box opens that allows you to select the path for the XLSX file.

Edit a record

  1. Select a relation.
  2. Select a record.
  3. Click the ellipsis button at the top of the content pane and select Edit.

    The Edit record window appears.

  4. Edit the form and click Save.

Link a record

  1. Select a relation.
  2. Select a record.
  3. Click the ellipsis button at the top of the content pane and select Link record.

    The Link record window appears.

  4. Select a form.
  5. Select the records you want to link to the relation.
  6. Click the Link button.
Note: The links are visible in the Links column.

Delete records

  1. Select a relation.
  2. Select a record.
  3. Click the ellipsis button at the top of the content pane and select Delete record.

    The Delete record window opens to confirm the deletion of the record.

Note: A deleted record cannot be restored from the recycle bin.