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Parent - Child

This section will give you a step-by-step directions on how to create a Word Template that pulls data from the parent record and child records. Also known as a Parent-child relations.

A child tables hold lists of records attached to one parent record much like you can have multiple activiites attached to a single contact record, you can have multiple custom records attached to a contact. Say we create a custom table named Invoice. You can generate multiple invoice per contact. The invoice table is a child of contact.

To take this a step further you can also create child table from a custom table. The invoice table can have a child table named "Invoice Line Items: This Invoice Line Items would hold the list of line items attached to each invoice record which in turn is attached to the contact record.

Parent child tables can be from the top level entity such as:
  • Contact - Invoice
  • Company- Invoice
  • Group- Invoice
  • Opportunity- Invoice
Parent tables can be from a custom table
  • Invoice - Line Items
  • Projects - Expenses
  • Automobile - parts
The ability to create parent child tables is unlimited in Impact Suite

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Article ID:
parent_-_child_
Views: 193
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 3/24/2014 1:53 PM
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