Relationships on Forms

Once a relationships can be displayed on standard forms as dropdown menus or tables, where end users can search for and/or create new objects through that relationship. Before the relationship element can be added to a form, it must be added to the object type as a component. See Add Relationships to an Object Type for more information.

By default, relationships are added to the form canvas as a dropdown menu, displaying its name (versus the long name), but you can configure the element to choose how the relationship is displayed (as a dropdown menu or s table), which functionality is available, and which form is displayed when creating a new object. When a relationship is displayed as a table, the objects are displayed in descending order based on their Unique IDs.

Relationships on a form displayed as a table.

Administrators can also select the Enable Advanced option when configuring relationships on a form. This option will open a palette with advanced search options for users to select existing objects and assessment objects, if any, to add to the relationship. Enabling the advanced option displays a palette for users adding existing objects to a relationship. 

The standard search function and page numbers are disabled on relationship tables that display 4 objects or fewer.

To configure a relationship on a standard form:

  1. If needed, open the form you wish to add the relationship element to by clicking the icon in the top bar > Configurable Forms in the Views section, then selecting a form.
  2. After adding the relationship element to your form, hover your cursor over the relationship on the canvas, then click the icon to open the Edit Component Display screen. The relationship element settings.
  3. Click Display ‘Long Name’ if you want to display the relationship’s long name on the form. To add or edit a long name, open the Edit Object Type page where the relationship has been added as a component, click the Relationships tab, then click the relationship to open the Edit Relationship palette.
  4. Click the  icon beside Enable Search if you want to disable the end user's ability to search for existing objects in the relationship.
  5. Click the icon beside Enable Create if you want to disable the end user's ability to create new objects through the relationship.
    Disabling both Search and Create functionality on a relationship will make the element read-only.
  6. Click the  icon beside Enable Advanced to display the advanced user interface for the relationship on a form. When this option is enabled, clicking Add Existing [Object] will open a palette that allows users to search for and select one or more objects or assessment objects (if any) to add to the relationship.The highlighted reference table demonstrating how the advanced display appears on a form, whereas the reference above it is displaying the default interface.
  7. To display the relationship as a dropdown menu, leave Dropdown selected under View Relationship as: (selected by default).
  8. To display the relationship as a table:
    1. Select Table under View Relationship as: then click to select the properties and fields from the object type(s) in the relationship that you want to include on the table as columns. The columns will appear on the table in the order they were selected in the Build the Relationship Table settings.
      Selecting the properties and fields that will appear on the relationship table as columns.
      Relationship tables with more than 10,000 rows of data will not load correctly. For larger data sets, it's recommended that a Form Action element is added to a form to redirect users to view the data in a report.
    2. Optional: Select the Display colored cells as ovals checkbox to show formula or select list cells as text with colored circles. When this option is not selected, cells are displayed with text and a full background color, if any.
  9. For both the dropdown and table options, below Object Type Forms, select the form(s) the users will complete if they're creating new objects through the relationship. 
    Selecting the configurable form that will be displayed when an end user creates a new object through a relationship.
    If no configurable form(s) have been created for the object type(s) in the relationship, the default form(s) will be selected automatically.
  10. Click Close when finished.