Linking A Child Application

A Child Application establishes a hierarchical relationship within your data, allowing you to associate related records. For instance, within a Sales Deals app, you might want to keep track of related Events, as well as Risks, Actions, Insights, and Decisions (RAID) that are crucial for closing a deal. By linking an Events App and a RAID App as children to the Deals App, each Deal record serves as a Parent Record to multiple related RAID and Event Records. Below is a simple example of a projects and actions app being linked.

• Adding a Child App

• Child App Configuration

• Additional Configuration

• Copy & Link Configuration

• Inheriting Security

Adding a Child App

Child Applications are added via AppStudio:

1. Open the app you wish to add the child to in-app studio.
2. Open the 'Advance Folder'.
3. Select the 'Integrate' folder.
4. Select the 'Add Child App' option.

Child App Configuration

• Child App: Choose the app you want to link as a child.
• Default: This sets the default type of link that is performed when using the Link Picker to manually link records from the Child App to the current Parent Record. It can be set to 'Link' the existing Record or to 'Copy and Link' a new Record to the Parent
• Force: Having selected what type of link is performed by default, you then have the option of forcing this Option. The User will then not be able to change the type of Link that is performed. It would then always be a 'Link' or 'Copy and Link' when using the Link Picker.

Additional Configuration

• Default Filter: The Default Filter can be used to apply a permanent filter to the pop-out report. This filter is always applied, and then user-defined filters can be applied using the filter button in the top right - For more about configuring base filters click here
• Hide In Parent: This option allows you to hide the child when viewing from the parent, this may be necessary when you don't want teams to see a linked child app and its data from the parent but can still be accessed by you in the launchpad if visibility is set your team in the child app security folder.
• Show Options: Setting this to true shows the different options available when performing a link using the Link Picker
• Ignore AccessRights: This property determines which Records appear in the Link Picker screen. If Ignore AccessRights has been chosen then it will allow a User to see and Link a Record from the Link Picker screen that they do not have Full Access to.
  • Note:  At the point of linking the Child Record will inherit the Access Rights from the Parent and so give access to the User that performed this Task. Use caution when enabling this option.
• Auto-Archive / Auto-Delete: If this property is ticked then when a Parent Record is Archived it will also Archive all of the Child Records that are linked to it. Similarly, when the Parent Record is deleted it will Delete all of the Child Records associated to the Parent
  • Note: This feature will ignore access rights when performing the archiving and deletion of Child Records.

Copy & Link Configuration

• Default Templated Copy: Any fields tagged to be excluded will not be included in the copied records.
• Default Include Attachments: Attachments will be copied along with the record.
• Default Include History: The record’s history is included in the copy.
• Default Include Notes: Notes fields with the record are included in the copy.
• Default Include Comments: Comments on the record will be included in the copy.

Note: Once Apps have been linked, in terms of setting up Parent-Child relationships, think about how either App may be enhanced by transferring data from one to the other.  For example, perhaps it would be useful to display information at a Parent level that reflects the number of the cumulative value of Child records – this can be done by setting up simple ‘Field Expressions’.

Note: There is no limit to the number of child apps you can have, but we advise 5 being the limit

Inheriting Security

Record Copy:

• Access rights are copied when the Record is copied

Record Link:

• Access rights are inherited from the Parent it Links to

So both the parent's security and the security of the copied record will be on a copy and linked record

Make sure to click the 'Save' button when making any changes in order for them to be added to the next app version. Once you have made all the changes you need to an application you are then ready to publish it to workspace.