How to Transition from a Subtable to the Main Form for Record Editing

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1

Thank you for your continuous support.

I would like to know how to transition from a subtable back to the main form. For example, Form A has a subtable B that is linked from Form B. I want to edit the records of this subtable B directly from Form B. Therefore, I think I need to set up a URL or button in subtable B. How can I achieve this?

2

Hi,

If your subtable is created using the “Show References From Existing Sheets” option or if Sheet A creates a new sheet using “New Sheet From Subtable,” any edits made in Sheet B will also be synchronized with Subtable B.

You can refer to this article to understand which features ensure that the data is auto-synced.

3

Thank you for your reply.

What I want to achieve is for Form B to open in a separate tab when Subform B is clicked. I came up with the idea of generating a record URL in the auto-generated field set in Form B and displaying it in Subform B. However, when clicking on the URL, the login screen appears. Is there a better way to handle the transition so that the login screen does not appear?

4

Hi,

You might consider using the Link and Load feature. After linking Subtable B to Sheet B, the Linked field of Subtable B would become a clickable link. When you click on this link, it will show the Form Page of Sheet B and allow you to view and open Sheet B.

Does this approach meet your needs?

Feel free to let me know if you have any further questions or if you can provide some specific details about your sheet design. This will help us better understand your requirements and determine the best method to achieve your goals.

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5

Thanks so much for your help.
Your response was exactly what I needed and clarified things for me.I appreciate your time and effort.

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