When a form is opened from another form, the current position
is always set to the first row. With positioning, you can control the row that is preselected when
the form is opened. The Position, Source Field property on the relation to the form
controls which row will be displayed when the form is opened.
There are several ways that you may want to control the row position when a form is opened. The
Source Field must match the target form field in number and type for the
positioning to work.
- Open to the same record as the parent form record
- Set the Source Field property to the primary key of the parent form record.
When the form opens, it will open to the same record as the parent form.
- Open to a position depending on a field value of the parent record
- Set the Source Field to the field of the parent record you want to use. For
example, an account form and a country form may have a relation between them that specifies the
account.country_id as the positioning Source Field. While in the
account form, suppose the user is on a record with a country field value of "USA". If the user then
opens the country form from the account form (through a Zoom form, for example), the
country_id ("USA") will be preselected in the form instead of the first record.
Often this will be a field that corresponds to a foreign key. (For example, the
account table has a foreign key to the country table.)