Skip to main content
Related records let you connect records that belong together—like a work order and its related time cards, or a permit and its associated reviews. A Related records field on a record type lets your team create linked records without leaving the form they’re working in, and every related record links back to the record it was created from.
  1. A manager adds a Related records field to a record type and selects which record type it links to
  2. When filling out that form, users select Add [record type] to create a related record on the spot
  3. The related record saves together with the main record and appears as a link on both records
A few things to know about how linking works:
  • Related records are always created from the main record’s form. You can’t link two records that already exist.
  • A record can have many related records, but each related record belongs to exactly one record.
  • Related records automatically use the same property or object as the record they’re created from.
  • A linked record type can have a Related records field of its own, so you can build multi-level structures.
Manager-level users can add the field in the record builder:
1

Open the record type

Go to your record type settings and open the record type you want to add related records to. See Customizing records for how to edit record types.
2

Add the Related records field

Add a Related records field from the Basic inputs section of the field list.
3

Choose the linked record type

In the field settings, select the record type users will create from this form under Linked record type.
4

Set the field label

Adjust the field label if you’d like something more specific than “Related records”—for example, “Follow-up actions”.
5

Publish the record type

Publish your changes. The field now appears on new records of this type.
A record type can’t link to itself, and the linked record type must support the same object types (properties or objects) as the record type you’re editing.
The field settings show the linked record type’s permissions—who can fill out that form and who can view it after it’s submitted. Users can only add a related record if they’re allowed to create records of the linked type.
While creating or editing a record with a Related records field:
1

Select 'Add [record type]'

In the Related records field, select the Add link. A blank form for the linked record type opens.
2

Fill out the form

Complete the related record’s form. A “Related record” section at the top shows which record it will be linked to.
3

Select Add

The related record appears as a row in the Related records field with a Draft tag. You can select it to keep editing, or add more.
4

Save the main record

Related records are created when you save or submit the main record. The confirmation message tells you both were saved—for example, “Inspection and 1 related record saved”.
Draft related records aren’t saved until you save the main record. If you close or refresh the page before saving, unsaved drafts are discarded.
On a record, the Related records field lists each related record with its record type and who created it. Selecting a row opens that record in a new tab. On the related record itself, a Related record section above the form links back to the record it was created from. To unlink a related record, hover over its row in the Related records field and select the remove icon, then save the record. Removing a related record unlinks it—the record itself isn’t deleted and can still be found in your records tables.
Deleting works differently than unlinking: deleting a record also deletes all of its related records. The delete confirmation shows how many related records will be deleted with it.
When duplicating a record that has related records, you can choose Copy associated records to carry them over to the duplicate. The mobile app supports the same flow: select Add [record type] in the field, fill out the form, and tap Add. Tapping the Related record banner on a related record takes you back to the main record. Related records work offline—records created in the field sync together with their related records when you’re back online. See Offline mode for how syncing works.
Related records require mobile app version 7.19 or later. On older versions, record types that contain a Related records field are hidden from the app entirely—update the app to see them.

​
Tables, exports, and PDFs

Records tables - A Related records column shows a record’s connections in both directions: the records created from it and the record it was created from. Each entry links to the record. This column isn’t available as a filter. Exports - Exports include links to each related record. PDFs - When you download a record as a PDF, each related record’s PDF is appended after the main record under a “Related records” divider. Public website - On a publicly visible record, the Related records field only shows related records that are also publicly visible—anything hidden from public is left out. The Related records table column doesn’t appear on public views.