The parent-child functionality allows you to link flows together in a one-to-many parent/child relationship; you can update the child forms as well as create new forms from within the parent form.
You can only have one parent flow per site, but this can have multiple child flows associated with it.
- Create a parent flow and at least one child flow.
- There is a mandatory relationship between parent and child flows. One question from the parent flow must be mapped to one published question in the child flow.
- Go to FlowForma settings and select the parent-child tab to set up the relationship.
- Select the parent flow from the drop-down.
- Enable the parent/child feature.
- You have an option to filter child forms; if you filter by status, this impacts how forms are displayed in the parent form.
Available filtering options:
- Is equal to
- Is not equal to
- Contains
- Display all forms
In the child flows section, add child flow(s).
Establish parent/child relationship:
- Click the pencil beside child flow title; a dialog box opens where you need to add parent-child relationship and optionally add mappings to the questions between those flows.
- Select a question from the parent flow and map it to a relevant published question in the child flow. The values in these fields need to match; all forms that match this criterion will be displayed in the parent form.
- For example, if you want to see all forms relating to a particular employee, the name or employee number in the parent flow needs to match the name or employee number in the child form.
Published questions in the child flow cannot be hidden
You have an option to update the child form(s) by a question type or forms properties (ID, title).
Create the parent flow, select the correct value in the question to match those in the child flow(s), and save the flow.
Next time you open this form you will see all child form(s).
You have the option to add new child form(s) from within the parent flow. If you click add new child form, a new dialog box appears with all available flows on the site. You can add any form. It’s assumed that you want to map this new form with the parent so the published field in the child flow will be auto-populated with relevant values.
If you choose to map in FlowForma settings, they will only work if you create a child flow from the parent and the fields match. Values from the parent flow are populated in the child flow.
In this section, you also have the option to update/edit the parent form by clicking edit master form on the left-hand side.
You can filter child forms by flow name, status, or person assigned to the current step.
You can also open child forms here by clicking on the form tile link.
Note that this feature is not supported on Mobile phones
