Zoho Creator is a powerful and flexible platform that allows users to develop custom applications for their businesses. One of the many features that it offers is the ability to create and manage relationships between forms, which can be quite useful in organizing and simplifying data entry. In this article, we will discuss how to configure a bidirectional relationship in Zoho Creator between the main form and a subform. By following these steps, you will be able to establish a seamless connection between the two forms, making it easy to navigate and manage your data.

Steps to Set up Bidirectional Relationship in Zoho Creator

Bidirectional Relationship in Zoho Creator
Image Source: Zoho

Step 1: Create the Main Form and Subform

Before you can configure a bidirectional relationship, you need to create the main form and subform in Zoho Creator. To do this, follow these steps:

  1. Log in to your Zoho Creator account and click on “Create Application” from the dashboard.
  2. Choose the “Blank Application” option and give your application a name.
  3. Click on “Create Form” and design your main form by adding the required fields.
  4. Save the main form and create a new form, which will serve as your subform.
  5. Design the subform by adding the necessary fields and saving it.

Step 2: Establish a Relationship Between the Main Form and Subform

To create a bidirectional relationship between the main form and subform, follow these steps:

  1. Open the main form in the form builder.
  2. Click on the “Fields” tab on the left sidebar and select the “Subform” field type.
  3. Drag and drop the Subform field onto the main form.
  4. In the Subform properties window, select the subform you created earlier from the “Form” dropdown list.
  5. Set the “Reference Name” and “Label” according to your preferences.
  6. Click “Done” to save the changes.

Step 3: Configure the Relationship Properties

Now that you have established the bidirectional relationship in Zoho Creator between the main form and subform, you need to configure the properties to make it bidirectional. Follow these steps:

  1. Click on the “Relationships” tab in the main form builder.
  2. Under “Existing Relationships,” you will see the relationship you created between the main form and subform.
  3. Click on the “Edit” icon to configure the relationship properties.
  4. In the “Relationship Properties” window, check the “Bidirectional” option.
  5. Configure the “Display Field” and “Reference Name” for the subform according to your preferences.
  6. Click “Done” to save the changes.

Step 4: Add Lookup Fields to Establish Data Connections

To ensure that data entered in the main form and subform are interconnected, you need to add lookup fields in both forms. Follow these steps:

  1. In the main form builder, click on the “Fields” tab and select the “Lookup” field type.
  2. Drag and drop the Lookup field onto the main form.
  3. In the Lookup properties window, select the subform from the “Form” dropdown list and choose the field that you want to connect to the main form.
  4. Set the “Reference Name” and “Label” according to your preferences.
  5. Click “Done” to save the changes.
  6. Repeat the same process in the subform builder to add a Lookup field that connects to the main form.

Step 5: Test the Bidirectional Relationship in Zoho Creator

To ensure that the bidirectional relationship in Zoho Creator between the main form and subform is working correctly, follow these steps:

  1. Open the main form in the live mode.
  2. Enter data into the main form and subform fields as required.
  3. Save the main form and verify that the data entered in the subform is saved as well.
  4. Navigate to the subform in the live mode.
  5. Enter data into the subform fields and select the corresponding main form record using the lookup field you created earlier.
  6. Save the subform and verify that the data entered in the main form is connected to the subform data.

Step 6: Customize the Main Form and Subform Views

To improve the user experience and make it easier to navigate between the main form and subform, you can customize the views in both forms. Follow these steps:

  1. In the main form builder, click on the “Views” tab.
  2. Click on “Create View” and select the view type that best suits your needs (e.g., grid view, summary view, calendar view, etc.).
  3. Configure the view settings, such as columns, filters, and sorting options, as desired.
  4. Click “Done” to save the view.
  5. Repeat the same process in the subform builder to create a custom view for the subform.

Step 7: Configure Access Permissions

To control who can view, edit, or delete records in the main form and subform, you can configure access permissions for each form. Follow these steps:

  1. In the main form builder, click on the “Settings” tab.
  2. Under “Access Permissions,” configure the permissions for different user roles (e.g., Owner, Admin, User, etc.).
  3. Click “Done” to save the changes.
  4. Repeat the same process in the subform builder to configure access permissions for the subform.

Conclusion

By following the steps outlined in this article, you can successfully configure a bidirectional relationship between the main form and subform in Zoho Creator. This powerful feature allows for seamless data management and navigation between the two forms, improving your overall user experience and making it easier to manage complex data structures. Don’t hesitate to explore other features and customization options that Zoho Creator offers to create the perfect application tailored to your business needs.

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