Use Linked Forms (Relations)

How to link two forms together, use split view to view related forms or unlink forms

How To: Use Linked Forms 

1. Navigate to Forms -> -> Select the form you wish to open.
2. Select the Relations tab 
3. Select the Add button in the top Toolbar.
4. Using the 'Select' dropdown menu, select:
   • Link Existing to link an already completed form or,
   • Create New to link to a new form template
5. Using the second dropdown, select the new or existing form you wish to link.
6. Select Link Form.
7. Linked form will appear under the 'Relations' tab.

How To: Use Split View 

If you are filling out a form that requires referring to information on a separate form, you are able to view both by utilizing the  Split view button in the Relations Tab:

1. Select the 'Relations' Tab
2. Add 'Related' form using 'Create New' or 'Link Existing'.
   • If you are creating a new Form, save as Draft to have it appear under the 'Relations' tab.
     
3. Select the  Split view button
4. On the right hand screen, select the Linked Form you'd like to view simultaneously 
   
5. After you select the form, a read only version of it will open on the right window while you complete the form you are working on in the left window
   

How to Unlink Form

1. Navigate to Forms --> Select applicable form --> 'Relations Tab'
2. Select the form you wish to unlink from the list of linked forms.
3. The sidebar will appear, select Unlink Form.