Sub-Forms

A sub-form is a reusable grouping of fields that can be embedded in any application or questionnaire. When users add or edit a record in an application that contains a sub-form, they can add data to the sub-form multiple times.

For example, if an application contains a sub-form designed to collect user comments, each user who accesses a record in the application can submit a comment in the sub-form and view comments submitted by other users.

Sub-forms are available for on-prem, hosted, and SaaS deployments.

Is a sub-form right for me?

Sub-forms offer a free, easy to configure place to list a growing set of information within the body of a single record. However they may not make sense for all use cases.

Pros:

• No additional license required
• Easy to configure
• Able to be used across applications and questionnaires

Cons:

• Cannot use DDEs, record permissions, or notifications
• Accessible only though the parent record and cannot be referenced through other records (or reported on separately)
• Cannot create related records when a cross-reference is created

Consider whether your data will be needed in isolation or in the future. If either answer is yes, you may be better off creating a new application and linking to it through a cross-reference.

Who can work with sub-forms?

Any user with the appropriate CRUD access role settings to the Administration | Application Builder | Manage Sub-Forms page.