Subforms

Subforms

Add subforms to the modules to include additional information



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                                                                                    • Related Articles

                                                                                    • Can the fields in subforms also be marked as personal?

                                                                                       Yes, you can also mark those fields which are supported for processing in subforms as personal. 
                                                                                    • Building a Subform

                                                                                      In simple terms, a subform is a secondary form or a table, which enables you to add multiple line items to a primary form. Your CRM data are often inter-dependent. You may have the necessity to associate multiple items to a single record. In ...
                                                                                    • Can fields from a subform be reviewed in the review process?

                                                                                            Yes, fields from layouts and subforms can be selected for a review process The following field types can be selected for review:   Single Multi line Email Phone Date Date/time Number Currency Decimal Percentage Long Integer ​URL
                                                                                    • Can I select all the fields in the record to be sent for the review process?

                                                                                      Review processes only can be created for the following field types:  Single line Multi line Email Phone Date Date/time Number Currency Decimal Percentage Long integer URL These same field types in subforms can also go through a review process. Read ...
                                                                                    • Exported language File

                                                                                      An exported language file consists of the following details: Language Code - Every language in CRM is represented by a unique code. When you import a translated file into the CRM account, the file is mapped to the respective language with the help of ...
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