Mother and child table in pages

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1

Hi everyone,

I have two tables in Knack:

  • Invoices (parent table)

  • Invoice Details (child table)

The relationship is configured correctly as many Invoice Details to one Invoice.

I created a page that contains:

  1. A form at the top to create a new Invoice record

  2. A table at the bottom for Invoice Details

My issue is:
When adding the Invoice Details table element, I do not see the option to connect/filter it automatically to the Invoice record being created on the same page.

What I want is:

  • After creating the Invoice, the user should only see and add Invoice Detail records related to that specific Invoice.

  • Similar to a master-detail or parent-child form workflow.

Currently, I only see generic Invoice Details records and cannot dynamically connect the child table to the parent Invoice on the same page.

Is there a specific page type or workflow required for this in Knack?
Do I need to first create the Invoice and then redirect to a details page?

Thanks.

2

Hi @fbafaqeeh, welcome to the forum!
Are you able to provide some screenshots of what your connection field settings looks like and indicate whether it is sitting in the parent or child table?
That will help to diagnose things a little easier.
Thanks!

3

The setup you described (Add Invoice Form & Add Invoice Details records on the same scene) is not ideal for adding Invoice Details (child records) to the Invoice (parent record) you just created.

A more common workflow in Knack is to have the Add Invoice form redirect the user to a scene that shows additional information and/or forms connected to the invoice that was just created.

You can do this by setting the Submit Action of the Add Invoice form to redirect the user to an invoice-specific view:

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Now on this page you can add a form that will create invoice Detail records connected to the invoice.

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Hopefully that helps.