Multiple connected subforms in one form or a suggested workaround

Multiple connected subforms in one form or a suggested workaround

I have several objects that are 1-many related objects in a kind of vertical hierarchy so for example Courses have several Units and Units have several Objectives and Objectives have several Criterias etc.

I would like to make it easy for the user to add this structure in one form since a lot of the information is common so no need to repeat the whole hierarchy again every time they want to add a Criteria for example.

I created a Add Course form which allows adding Units (as a subform):


I was also trying to allow him to add the Objectives in the same form since Objectives are a subform of the "Units" form which is added as a subform to this main form. Basically Objectives was a subform of the subform but it does not look like this is possible.

Since I am new to Zoho Creator I was wondering if any of you experts had any suggestions to tackle this problem.

Can I add two sibling subforms and use Deluge to connect between the two? But if so, how do I "select" a record in a subform so that I can connect the other subform to it? Subforms seems to only have "input" fields not like a record where you can "select".

Should I be using Pages/Reports instead? How do I connect the different parts in a Page so that when I select a "record" on one part I show the list of child records on another part? And can I add new records and have them immediately appear in the same screen?

Any help would be greatly appreciated

    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Unable to parse JSON field in New Query Table

                                                                                                    I have a multiple level JSON field which I am unable to parse. "Complete Blocks"."EVENT_SCORES_JSON":"OverallScore" as Score The above line returns the full "Complete Blocks"."EVENT_SCORES_JSON" field as a Text type field i.e { "OverallScore" : XX, ect...

                                                                                                  • Can Send Emails But I am not Receiving emails in Zoho Account

                                                                                                    I have set everything up and have the MX records pointing only to Zoho, nothing else. I am NOT reciving any error message when I send an email to the ZOHO email address but there is nothing in my Zoho Inbox. Please look into this and tell me what I need

                                                                                                  • Canvas List View Not Saving

                                                                                                    Hi, I am trying to edit a list view to look different depending on the tags. Everything worked well and saved well with multiple views, but when I have gone back in to make some small changes like moving one of the icons it comes up with the error message

                                                                                                  • tidak dapt menerima email

                                                                                                    saya menggunakan email zoho gratis melalui DNS RUMAH HOSTING, semua instruksi MX, DKIM, dll saya sudh ikuti sesuai petunjuk,,,namadomain saya poyakumsahira.org , mohon bantuannya

                                                                                                  • How to lookup What_id to create a task in Zoho CRM?

                                                                                                    I'm trying to create a task in Zoho CRM by creating a new module entry. I'm getting an error: "Zoho CRM says 'required field not found'. Check the input for What_Id and try again." I'm assuming the What_Id is the "Subject" in the create entry task. I

                                                                                                  • Generate a Zoho Sign link

                                                                                                    From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

                                                                                                  • Improve Payoneer integration with Zoho Books

                                                                                                    Payoneer integration with books need to be improved, it doesnt work if your base currency doesnt match with the currency of payoneer account even though base currency has nothing to do with payoneer account's specially when we're integrating payoneer

                                                                                                  • Blueprint and SLA violations reports on Zoho Analytics

                                                                                                    We want the Blueprint and SLA violations reports to be placed into the Helpdesk Reports folder on Zoho Anaytics by Zoho. We don't know the rules behind these dashboard kind of reports on Desk so it would take us a lot of trial and error to create them on Analytics by ourselves. Please help us out by directly creating the templates for these reports on Analytics.

                                                                                                  • Possible to freely prompt/query CRM data using Zia?

                                                                                                    Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from an

                                                                                                  • Act on your customers' voices in Zoho CRM

                                                                                                    Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerful

                                                                                                  • SMTP Error

                                                                                                    After changing the password of the SMTP, the "Could not authenticate your account" error is appearing. How can we resolve this? Please help, this is really urgent.

                                                                                                  • Free webinar alert! Overcoming Hybrid Work Challenges with Zoho Workplace

                                                                                                    Hello everyone, Are you facing challenges with hybrid work setups? Whether it's maintaining collaboration, efficiency, or security while working remotely and in-office, we've got you covered! Join our free webinar to discover how Zoho Workplace can help

                                                                                                  • Empower Your Team with Kiosk Studio in the Professional Edition!

                                                                                                    Hello Everyone, We are thrilled to announce the introduction of Kiosk Studio for all users on the Professional edition of our CRM. With Kiosks, you can streamline the data collection process, customize CRM capabilities, and make them available for all

                                                                                                  • IN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE

                                                                                                    I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOAD

                                                                                                  • Export as MP4 or GIF

                                                                                                    Hi, Just wondering if there's a way to export/convert a presentation to an MP4 video file or even a GIF. One use case would be to use the animation functionality to create social media graphics/charts/gifs/videos. Thanks for a great tool... Rgds Jon

                                                                                                  • Invoice an upcoming subscription renewal in Advance

                                                                                                    How can I auto create and send an invoice for an upcoming subscription renewal in advance.  Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).

                                                                                                  • Customer Statement Template not matching when sending

                                                                                                    Hi everyone! So when I send statements to our customers via Zoho Books, the message that appears by default does not match what I have written on the template Under settings -> email notifications -> sales -> customer statement We have a single default

                                                                                                  • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

                                                                                                    Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please

                                                                                                  • What's New - November 2024

                                                                                                    Hello everybody, Discover the latest features and enhancements we've rolled out this month to help you deliver better event experiences and manage your operations more efficiently. WhatsApp Integration (New feature) Transform your attendee communication

                                                                                                  • ¡Zoholics vuelve en 2025! ¡Apúntate esta fecha!

                                                                                                    ¡Que levante la mano quien echó de menos Zoholics este año! ¡Nosotros también! Si nunca has estado en Zoholics, te lo explicamos aquí para que no te pierdas esta oportunidad. Te alegrará saber que los planes para el gran regreso de Zoholics en 2025 ya

                                                                                                  • ¿Qué es Zoholics y por qué no te lo puedes perder?

                                                                                                    ¡Reúnete con el universo Zoho en nuestro mayor evento y construye el modelo que lleve a tu empresa al éxito! Zoholics es el encuentro de usuarios de Zoho donde nos reunimos con nuestros usuarios cara a cara para ayudaros a comprender mejor nuestros productos.

                                                                                                  • Validation rules for fields used in blueprints

                                                                                                    Dear community, I'm designing a blueprint for me leads nurturing process and I've noticed an issue with the validation rules applied for fields. I've applied a validation rule for the "PHONE" field and it's working just fine when I insert a new phone

                                                                                                  • Canvas View - Print

                                                                                                    What is the best way to accomplish a print to PDF of the canvas view?

                                                                                                  • Zoho Sign "Create" Template button no visible. Admin

                                                                                                    I just recently got promoted to Admin access for Zoho One, and in our Zoho Sign account; the create template button is no longer available to my view? I've tried multiple browsers and even Windows and Mac. Any thoughts?

                                                                                                  • Change/reallocate different key combinations to enable the Zia Search feature in Zoho Projects

                                                                                                    Hello, Typically the cmd + "/" or Ctrl + "/" keys combination is used for commenting a code line. However, in the custom function module in Zoho Projects (specifically), the key combinations triggers Zia Search widget which distracts during coding and

                                                                                                  • Live webinar: 2024 recap of Zoho WorkDrive

                                                                                                    Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.

                                                                                                  • Streamline appointment booking for patients | Kiosk Studio Session #3

                                                                                                    Hello everyone! You may be using kiosks today to help your CRM users streamline their workflows and enhance efficiency. These users could be sales reps in a manufacturing company, agents in a real estate firm, clerks in a government agency, and so on.

                                                                                                  • Function #46: Auto generate list of lapsed customers using Custom Button

                                                                                                    Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,

                                                                                                  • Help Needed to Recover Emails After Deactivating Zoho Account

                                                                                                    Hello Zoho Community, We deactivated our Zoho account two days ago but unfortunately did not properly transfer our email services before doing so. As a result, we’ve lost access to our Zoho emails and data. Is there any way to reactivate our Zoho account

                                                                                                  • Automatically update date field based on the pick-list value of another field

                                                                                                    Hello everyone, I've been trying to find a way where a date field gets automatically updated according to the value of a different pick-list field. The pick-list field can have the value "3 months from now" or "6 months from now". The logic is that we

                                                                                                  • How to use an output from a function as a criteria on a decision path on Kiosk

                                                                                                    Dear community, Is it possible to use the result of a function executed in a Kiosk flow as a criteria in a decision step in Kiosk studio? Let's supose I have a function that makes an API request. Is it possible to define the next step of the Kiosk flow

                                                                                                  • Creator - Programmatic Update not Triggering Flow

                                                                                                    I have a Flow set up to be triggered by a Record Updated action in Zoho Creator. When I update the record manually via the UI, everything works as expected. However, I have a workflow that can be triggered in the UI to update a specific field in the Creator

                                                                                                  • Kaizen #89 - Color Coding using Client Script

                                                                                                    Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a

                                                                                                  • Unattended Access session confirmation exclusion list suddenly not working

                                                                                                    As of Friday, the session confirmation exclusion list is not being respected. Instead all remote sessions are prompting for confirmation, including those in the exclusion list. For some of our critical shared machines this is a significant issue as the

                                                                                                  • Connecting Zoho Creator app with Zoho Sites

                                                                                                    I created a custom domain on Zoho Creator for my app (and it is verified), but when I click the link for my custom domain, it redirects me to my website. I want to link my portal to my website so that customers don't have to sign in to multiple locations.

                                                                                                  • Add a way of clearing fields values in Flow actions

                                                                                                    It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be

                                                                                                  • Feature Request: Export\Import Flows

                                                                                                    Hi, As A Zoho Systems Builder and implementer, I Like Working With this great tool! Makes my automation work a lot Easier! Thanks! It would Save me a lot of time if I would be able to export And import flows (To JSON).

                                                                                                  • Teaminbox whatsapp integration not working since saturday

                                                                                                    Hi, I dropped an email to support@zohoone.com and a web form. But I didn't get any responses. I checked the whatsapp link via the setup > Organization > Organization > Channels, and checked the whatsapp accounts in facebook business portfolio, it's all

                                                                                                  • How do I list all users and their email addresses within an application?

                                                                                                    The application I created is a system where by users submit issues.  An admin will then assign the issue to a particular user (not necessarily the one who submitted it).   Obviously I need to create the users in the Setting page and allow them access to the parts of the app that are relevant to them.    My question is this:   Is it possible to create on a form a dropdown box that will show the available users or do I need to create the user a second time within a table (ie.  Name, Email, etc...)?

                                                                                                  • Springlearns: How Can Zoho CRM Help Streamline Our Training Program Management and Client Engagement?

                                                                                                    Hi Zoho CRM Community, We are a provider of professional training solutions, and are looking to improve our client relationship management and streamline our training program operations. As we expand our offerings in project management, IT certifications,

                                                                                                  • Next Page