Inheritance Setting

Create an Inheritance Setting

Inheritance Settings control which fields will be inherited from a specific Source form and into which fields of the Destination one (I.e., the Form Setting being defined).

To configure inheritance information for a specific Destination form, apply the following:

  1. Open the destination Form Setting at the Inheritance tab.
  2. Add a new record to the Inheritance Settings section for each Source form from which information will be inherited.
  3. Select the Source Form from the list of all Reliance forms. The Form Setting is refreshed to filter the available inheritance settings according to the current Destination form and the specified Source one.
  4. Select an existing inheritance setting, from the Inheritance Settings field, according to which fields mapping will be triggered, or create a new one by clicking the Create Inheritance Setting action. Clicking the Inheritance Setting action opens the Inheritance Setting form. Fill in the fields as follows:
  5. Set the Inheritance Setting’s Name.
  6. If the Map Subform Fields option is selected, it will be displayed along with the Source/Destination subforms.
  7. Select optional sections to be shown within the destination form in the Destination Optional Section to Show field.
  8. Click [Add Record] to determine the inherited information that will be sent from which fields in the source to which fields in the destination using the Source and Destination fields.

Fields’ mapping can be set to consider one of the following cases.

Case 1: Map fields’ values of the Source Form into fields of the Destination form.

Case 2: Map fields’ values of a specific subform in the Source Form into the fields of the Destination form.

Case 3: Map fields’ values of the Source Form into a specific subform’s fields of the Destination form.

Case 4: Map fields’ values of a specific subform in the Source Form into a specific subform’s fields of the Destination form.

When fields mapping is set, the mapped Source Field type must match the Destination Field type, excluding field types summarized in the table below. Otherwise, an error message will be displayed upon saving the Inheritance Setting. When a source multi-value field is mapped to a destination single-value field, the system maps the first value from the source field to the target field. 

Source Field Type Destination Field Type
Text, Text Area, Number & Currency, Keywords, Names, and a Formula that returns Text. Text and Text Area
Date & Time, Date Only, Time Only, and a Formula that returns data and time with the same Destination Date and Time format. Date & Time
Text (Must match option display value), Keywords (Combo, Dialog, etc.), and Formula that returns the ID of the keyword option. Keyword Fields
Names, Formula that returns the user’s ID. Names Field

The following are possible field mapping case:

Case 1: Mapping fields’ values of the Source Form into fields of the Destination one.

  1. The Source Field of the fields mapping subform lists all the fields of the specified Source Form, where you will have to select a specific field from which a value will be inherited.
  2. Determine the field to which the source value will be inherited from the Destination Field which will list all fields of the specified Destination Form.

Case 2: Mapping fields’ values of a specific subform in the Source Form into the fields of the Destination form.

  1. Determine the Source Subform which related field values will be inherited by selecting the Map Subform Fields checkbox that is designated for the Source Form.
  2. The Inheritance Setting will be refreshed to display the Source Subform field that lists all subforms found in the Source Form.
  3. Specify a Source Subform.
  4. The related fields will be listed as options of the Source Field allowing you to specify a source field related to the specified subform.
  5. Specify the Destination Field that will inherit the specified value.

Remember: When a subform field’s value in the Source Form is mapped to a field on the Destination Form, the value of the first subform’s record will be inherited to that field.

Case 3: Mapping fields’ values of the Source Form into a specific subform’s fields of the Destination form.

  1. Determine the Destination Subform that will inherit source values in its fields by selecting the Map Subform Fields checkbox that is designated for the Destination Form.

The Inheritance Setting will be refreshed to display the Destination Subform field that lists all subforms found in the Destination Form.

  1. Specify the Destination Subform.

The related fields will be listed as options of the Destination Field, allowing you to specify a Destination field related to the specified subform.

  1. Specify the Source Field from where the values will be inherited.

Remember: When a field’s value in the Source Form is mapped to a subform’s field on the Destination Form, a new record will be created in the Destination form and the source field’s value will inherit the specified subform’s field in that record.

Case 4: Mapping fields’ values of a specific subform in the Source Form into a specific subform’s fields of the Destination form.

  1. Select both Map Subform Fields checkboxes that are related to the Source and Destination to show the Source Subform and Destination Subform.
  2. Specify both Source and Destination subforms.

The source and destination fields will list the fields of the specified subforms as options.

Icon Description automatically generatedWhen a subform field’s value in the Source Form is mapped to a subform field on the Destination Form, a record will be created in the Destination Subform to map each record’s value inherited from the Source Subform .

Set the Inheritance Setting Accessibility

Specify the users/groups that will be able to manage, edit, and read the Inheritance Setting being defined in the Access Control tab of the Inheritance Setting.