I have two forms Property (parent) and Payment (child). When I create a payment record manually, everything works fine. If I import records into Payment no link appears. I have tried establishing a JoinField
Payment.Prop ID to Property ID on the payments form and the Parent record shows in the join field. But I seem to be missing a step in how that then makes a permanent link between the two records.
So what am I missing?
Hi John,
The Join Link Type is designed to match fields in the two forms as you’ve discovered. That is the permanent link. You just wouldn’t change the fields you use for the matching.
The only other options are One to Many and Many to Many and those links are established manually via clicking the checkmark button at the bottom of the Link to Form field.
Thanks,
Brendan