ProcessMaker 4.1
ProcessMaker API Documentation
ProcessMaker Examples
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Create a Child Collection Record
Add record(s) in a child Collection from a parent Collection

Create a Record in a Child Collection

Records in a child Collection can be added, edited, or deleted from a parent Collection.

ProcessMaker Package Required

The Collections package must be installed.

Permissions Required

Your user account or group membership must have the "Collections: View Collections" permission for both parent and child Collections to view the list of Collections unless your user account has the Make this user a Super Admin setting selected. See the Collections permissions or ask your Administrator for assistance.
Furthermore, your user account or group membership must have the following record permissions from a Collection's configuration that control how records in that Collection are accessed:
    View
    Create
See Configure a Collection or ask the manager of that Collection for assistance.
    1.
    View Child Collection Records From a Parent Collection. The Relationships tab displays records from the child Collection.
    2.
    Click on the +Record button. The Add or Edit screen of the child Collection displays. The data key common between parent and child Collection is pre-filled to facilitate adding a new record.
    3.
    Enter information for the new record as indicated in the Screen.
    4.
    Click Save.

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Last modified 3mo ago