Creating a child form from an existing parent form allows you to leverage the structure and content of the parent form while customising it for specific needs. This guide will walk you through the steps to create a child form and link it to its parent form.
What are Parent and Child Forms?
A Child Form is a replica of a Parent Form created in order to leverage off the parent, allowing for the exclusion of parts that aren’t required in order to suit specific needs.
Any form in Smarter Drafter Pro can be a Parent Form and can have unlimited related Child Forms attached to it. When a Child Form has been created, it has an ongoing relationship with the Parent Form - when the parent is updated, the child also takes on the changes.
Note: Changing any specific question or field in the Child Form will disconnect that field from future updates in the Parent Form. See 'What Edits Can Be Made to a Child Form' for more information.
How to create a Child Form
1. Open the Parent Form
- Navigate to your Forms section in the platform.
- Select the parent form you wish to use as the base for the child form.
2. Access Form Settings
- Click on Build to open the relevant parent form.
- Once inside the form builder, click on Settings.
3. Create the Child Form
- In the Settings tab, find the Related Forms section.
- Click on Create Child.
4. Name and Save the Child Form
- A pop-up will appear. Enter a name for your child form.
- Choose the folder where you’d like to save the child form. The child form does not need to be saved in the same folder as the parent form.
- Click Save to confirm.
5. Start Editing the Child Form
- The child form will now open in the form builder, ready for any additional customisation you need.
Common Issues & Solutions
- Issue: The child form is not appearing after clicking Create Child.
- Solution: Ensure you have saved the parent form before attempting to create the child form. Refresh your browser if the issue persists.