Tuesday, November 29, 2016

How to properly set Subforms in Zoho Creator Part 1



This is the most important step in the process of setting up your zoho creator database. A properly linked setup will enable your information to run smoothly and avoid waisting space ( MB )

First, you need to create at least 2 Forms. For example.- Orders and Items. An Order can have multiple items and 1 item can be part of many Orders. Creating a many to many relationship.

Second, you need to add the Subform Items inside the Form Orders and name it. Then you have to add a Lookup field in the Items Form and click on Existing Relations. 


Do NOT forget this part. This is the key. You must have a lookup field linking the original Form to each record on the subform you are creating. Makes Sense?

If it does not or need any help do not hesitate to contact us. We can guide you through the process to set your Subform for success.

1 comment:

  1. Another great installment in this series! Subforms are an essential feature in Zoho Creator for managing related records efficiently, and your detailed walkthrough makes the setup process much clearer. I appreciate the focus on data structure and validation—it’s often overlooked but so important for long-term scalability. For businesses building more advanced apps, collaborating with an experienced Zoho Creator consultant can really help optimize subform usage and ensure seamless functionality. Looking forward to the next part in this series!

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