How to Save Data in Multiple Tables with a Single Form

Related forms in Model-Driven Apps enable seamless management of data across multiple related tables within a single form. This feature allows users to view, edit, and save data for parent and child records simultaneously, ensuring consistent and efficient data handling.

Why Use Related Forms?

Related forms simplify data management by enabling users to:

• Edit parent and child records without switching between multiple forms.
• Save time and enhance productivity by consolidating tasks.
• Maintain data consistency across related tables effortlessly.

Example: Contact and Account

• Contact: Child record
• Account: Parent record

Using a related form, the Contact form can display and manage associated Account details. This setup eliminates the need to navigate between separate forms, allowing updates to both records in one place.

Implementation Steps

1. Open the Contact Form

Create or open the Contact form to manage individual contact details (e.g., name, phone, email).

2. Add Account as a Related Form

Insert a related form (subform) into the Contact form as shown in the image.

• Configure the lookup field by selecting the Account Name column.
• Link the Contact table to the Account table through this lookup field.

3. Edit Records in One Form

Once the related form is added:

• Account details will appear within the Contact form.
• Both Contact and Account information can be edited directly.

4. Save Changes

Save the form after editing. Updates will automatically reflect in both the Contact and Account tables, maintaining synchronization.

This streamlined process allows you to link child records with their parent records through the use of related forms and lookup fields, improving data management and efficiency within model-driven apps.

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