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Nested Multiple Level Forms

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2 posts, 1 answered
  1. Dat Vu
    Dat Vu avatar
    1 posts
    06 Nov 2018
    06 Nov 2018
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    I have a relationship as below:
    Account - Contact (1-n)
    Account - Site (1 - n)
    Offer - Account (n - 1)
              - Contact (n - 1)
              - Site (n - 1)

    The question is: How to build a Form (or Nested Form) to create at the same time: Account, Contact, Site and Offer? (to create Offer require Account Id, Contact Id and Site Id)

    Further consideration: In case Account or Contact is already existed => should not create the new one but use the existing one instead.

    Thanks a lot,
  2. Sonam Joshi
    Sonam Joshi avatar
    29 posts
    20 Mar 2017
    15 Nov 2018
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    Hi Dat,

    You can refer to the following documentation on how to configure Nested forms. You can add multiple entities on one single form and simply define the relationships between the entities on the form.

    Sonam Joshi
2 posts, 1 answered