ProcessMaker 4.1
ProcessMaker API Documentation
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View Child Collection Records from a Parent Collection
View records in a child Collection from a parent Collection when the two Collections have a defined relationship.

View Records in a Child Collection

When two Collections are linked through a relationship, records in the child Collection can be viewed from the 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 on 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 View record permission from a Collection's configuration to view that Collection's records. See Configure a Collection or ask the manager of that Collection for assistance.
Follow these guidelines to view child Collection records in a parent Collection:
    1.
    View a record in a parent Collection. The View Record tab displays showing the parent Collection record.
    2.
    Click on the Relationships tab. The Relationships tab displays showing child Collection record(s). The record(s) from the child Collection is retrieved using the common data key between the two Collections. The data in the parent Collection's key is matched with that in the child Collection's key and the respective record(s) from the child Collection is retrieved.
    3.
    Click the View icon
    for the record you want to view. The child Collection record displays in the View Record tab using the Screen configured to view a record in the child Collection.

Create a New Record in the Child Collection

Click the +Record button. See Create a Child Collection Record.

Edit a Record in the Child Collection

Click the Edit icon
. See Edit a Child Collection Record.

Delete a Record from the Child Collection

Click the Delete icon
. See Delete a child Collection Record.

No Records in this Collection?

If no records exist in this Collection, or you do not have permission to view any, the following message displays: No Data Available.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.

Related Topics

Last modified 3mo ago