Linking DataForms: lookups, detail lists and dependent choices
Updated 10 Nov 2026
Pick a record from another form (DataBound)
On the form that refers to another (e.g. Contacts), add a DataBound field, choose the form it points to (Customers) and the field to display (Name). Users pick a customer by name.
Show related records inside a form (DataDetails)
On the main form (e.g. Customers), add a DataDetails field and choose the related form (Contacts). A list of the customer's contacts appears inside the customer's screen, ready to add and edit.
Small lines kept with the record (DataDetailsJson)
When lines are few and belong only to one record (e.g. the lines of a quote), use DataDetailsJson. Define the columns by hand or reuse the fields of another form.
Dependent choices
For a choice that depends on another (e.g. City depending on Region), open the DataBound field's settings and set it to filter by the field the user picked first.
Display-only fields
Any field can be marked unbound when it must be shown or calculated but not saved.
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