How Can We Set an Identification Field for the Parent-Child Interlinking?

You can manage and configure the Parent-Child interlink support for the Add Form Type. Follow the below steps to do so. 

Login to Backend

Navigate to the Design ➤ Forms, you will land on the Forms page. 

Parent Child Interlinking 1

Now open any form in the edit mode or create a new form and do the following configuration. 

Once the new form is created, you will get the Enable Parent-Child Link under the Advanced Configuration. 

But before that select Entity and Form Type to Add. After that tickmark the Enable Parent-Child Interlink option and fill in the following information. 

Parent Child Interlinking 2

Child Entity: Select the Child Entity which should be related to the Parent Entity.  

Relation Type: Select the Relation Type from the drop-down list. 

Create Unique Records On: Select the parent field on which you want to identify unique records and create an entry in CRM. 

Parent Child Interlinking 3

After filling in all the information, click on the Save button to save the configurations. 

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