Embedded Child Collection

An Embedded Child Collection is a list of child records that can be configured and embedded directly into a form. This allows users to manage related data within a parent record without navigating away.

 

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Adding an Embedded Child Collection

  1. Add a New Element

    • Click the + button in your desired location on the form.

    • Switch to the Components tab.

    • Select Child Card Gallery or Child Collection Table, then click NEXT.

  2. Select the Child Collection

    • Under the Value section, choose the child object you want to embed from the available child collections.

  3. Configure Settings

    • Adjust display and behavior settings for the child collection as needed.

  4. Save

    • Click SAVE to finalize the embedded collection.

Settings & Configuration

Content

  • Label – Set a display label for the collection.

Appearance

(Only available in Child Card Gallery)

  • Select the Card View used to display child records.

  • Set the Card Width, if needed.

Value

  • Child Object – Select the child collection to display.

Control

  • Max Rows to Display – Define how many rows are shown per page.

  • Open Object on Click – Allow users to open linked records by clicking on them.

  • Allow New Object Creation – Enable users to create new records directly from the form.

    • When enabled, users can:

      • Choose a default form for creating new records.

      • Set up pre-fill options for automatic data entry.

  • Item Removal Behavior

    • Item Removed Are Deleted – When enabled, removing a record from the child collection will delete it permanently.

Visibility

Control when the embedded child collection is visible based on form mode:

  • Display Mode

  • Update Form Mode

User Guide

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