Custom Forms | Child Library
Overview
The system includes a custom form type called Child Library, accessible through the Custom Form Configuration screen. This form type allows users to create forms that capture multiple entries of the same data — ideal for frequent detailed historical record-keeping, i.e. the outcome of yearly employee health and safety medical examinations.
The Child Library form works as a sub-form (a form within a form) and can be added to two parent form types: History Grid or Company Repository. To link the child form to a parent form, users can use the Custom Form Field Type: Child Library Reference.
Edition
This feature is available on the Master payroll edition
Configuring the the Child Library feature - An example
For industries requiring regular medical checkups, a Parent custom form might store an employee’s general medical fitness details. The Child Library form would then track each individual medical exam result as a separate, time-stamped entry — supporting accurate, ongoing record management.
Using the example above, expand and follow these steps to guide you through using the Child Library feature.
Step 1: Create the Parent Custom Form
Create a History Grid or Company Repository (Main) custom form, with its own custom fields configured
Navigate > Config > Basic Settings > Custom Screens & Fields > Custom Form Configuration > Categories
Navigate > Config > Basic Settings > Custom Screens & Fields > Custom Form Configuration > Groups
Navigate > Config > Basic Settings > Custom Screens & Fields > Custom Form Configuration > Fields
Step 2: Create the Child Custom Form
Create a Child Library (sub-form) custom form with its own set of custom fields.
Navigate > Config > Basic Settings > Custom Screens & Fields > Custom Form Configuration > Categories
Navigate > Config > Basic Settings > Custom Screens & Fields > Custom Form Configuration > Groups
Navigate > Config > Basic Settings > Custom Screens & Fields > Custom Form Configuration > Fields
Step 3: Link the Child Form to the Parent form using Custom Form Field Type - Child Library Reference
The child form can be linked to the parent form using the Custom Form Field Type: Child Library Reference, allowing the standard stand-alone fields and the multiple records to be viewed in unity on the same form.
Navigate > Config > Basic Settings > Custom Screens & Fields > Custom Form Configuration > Fields > +
Step 4: View the Child Library form within the Parent form on the screen it was configured
The Child Library form (sub-form) will be embedded in the Parent form and upon adding/editing records, displayed in a slide-out screen with its configured custom fields.
Navigate > Employee > Basic Information > Basic Profile > Medical Checkup (Parent) (optional) > +
Example of history stored for an employee's Medical Checkups
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