Control the row position in form
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 section Source Field property on the relation to the form controls which row will be pre-selected and 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 theaccount.country_id
as the positioningSource 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), thecountry_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, theaccount
table has a foreign key to thecountry
table.)