The Relationship field lets you link related forms together. For example, raising an NCR from an inspection, or creating lot records under a single ITP, keeping related work visible and traceable in one place.
Prerequisites:
Before you begin make sure you have the following:
Plan: All plan types
Permission: Org Controller
Required Platform: Dashpivot
Device Type: Computer, Mobile
Plan-Based Limits
The number of unique templates you can link to from a single template depends on your plan. You can add more than one Relationship field to a template, but the limit counts unique linked templates.
Plan
| Linked templates per template
|
Standard
| Up to 1
|
Pro
| Up to 3
|
Premium
| Up to 10
|
Platinum
| Up to 50
|
Free Trial
| Up to 50
|
For example, on Standard (up to 1) a template could have three Relationship fields, as long as they only point to the same template.
If your template already links to the maximum number of templates allowed on your plan, a warning is shown in the template editor. To add a link to a new template, remove a Relationship field that points to a template you're not linking to elsewhere, or upgrade your plan.
Step-by-Step Instructions
Step 1: Add a Relationship Field to Your Template
Open the template you want to add form linking to in the template editor.
Add a Relationship field to the template.
Choose which template the linked forms should be created from
Save your template changes.
Step 2: Open or Create a Form
Navigate to your Team Folder.
Create a new form built from a template that includes a Relationship field.
Step 3: Link a Form
In the Relationship field, click the Link Form button. A dropdown appears with two options:
Create new — a new form is created from the linked template. Fill it out and save it.
Link existing — opens a form selector showing all forms from the linked template.
If you selected Link existing:
a. Browse the form selector — columns reflect the child template's thumbnail fields, the same information shown in the register view.
b. Use the filter to narrow down the list if needed.
c. Tick as many forms as you need — you can select multiple at once and link them all in one go.
d. To link forms that have already been archived, select the Archived tab.
e. Confirm your selection to link the forms.The linked form(s) are now connected to the form you started from. Once linked, they behave exactly like any form created from the parent.
Step 4: Review Your Linked Forms
Linked forms appear within the Relationship field on the original form. You can open any linked form to view or continue editing it.
On Dashpivot Mobile, linked forms appear as cards within the Relationship field. The cards update live and support offline viewing.
To create a linked form on mobile:
Open a form that includes a Relationship field.
Tap Add Form in the Relationship field. Two options appear:
Create new — a new linked form opens. Fill it out and save it.
Select from existing — a form selector opens showing all forms from the linked template. Use the filter to narrow the list, tick as many forms as you need (up to 50), and confirm to link them.
The linked form(s) automatically connect back to the parent form on save.
To remove a linked form on mobile:
Tap the unlink button on the linked form card.
To view linked forms on a signed form:
Open the signed form and scroll to the Relationship field — linked forms are visible as cards even after the parent form is signed.
Notes
Dashpivot only: The Relationship field is available on Dashpivot Web and Dashpivot Mobile. On Sitemate Mobile it is not supported and will show as "Field not available."
Forms with a Relationship field cannot be moved: If a form was created from a template that includes a Relationship field, it cannot currently be moved between team folders.
Archived linked forms remain visible on the Relationship field. If a linked form is archived, it is no longer hidden — it remains visible to users directly on the Relationship field.
Deleted child forms are automatically removed. If a linked child form is deleted while the parent form is open (in another tab or by another user), the deleted child form will be automatically removed from the Relationship field when the parent form is next saved.
Download a form with its linked forms
If you’ve linked forms with the Relationship field, you can download a form and all its linked forms together.
On Dashpivot Web, open the form.
Click the Download PDF dropdown in the top left corner.
Choose how you want the linked forms included:
Merge into single PDF — the form and all its linked forms in one PDF. Use this when you need one complete record to share.
Include as separate files — each form as its own PDF, together in a ZIP folder. Use this when each form needs to be filed or sent on its own.
Include original photo files — adds the original photo files from every form to the ZIP folder.
What’s included:
Linked forms of linked forms: if a linked form has its own linked forms, those are included too.
Order: each linked form comes right after the form it’s linked to, in the order it appears in that form. Currently, you can’t change this order.
Limit: you can download up to 50 linked forms at once. This counts every linked form, including linked forms of linked forms.
Where it’s available:
Downloading linked forms is available on Dashpivot Web only, from a single form. It isn’t available yet in:
Dashpivot Mobile
Send as PDF (web or mobile)
Bulk download from the Register view
Flowsite
Frequently Asked Questions (FAQ)
Q: Can I use a Relationship field inside a conditional logic branch?
Yes. You can place a Relationship field inside a conditional logic branch. It will appear in the position you set in the template editor.
Q: Can I export a form together with all its linked forms?
A: Yes — see the Download a form with its linked forms section above for full details.
Q: Can I link forms in a table?
A: Not yet. Form linking inside table cells is on our radar and will be available in the future.
Q: Can I stop a form being signed off until its linked forms are complete?
A: Not yet. Requiring linked forms to be completed before the original form can be signed off is future functionality we're planning through approval signature logic.
Q: Can I see linked forms that have been archived?
Yes. Archived forms linked via the Relationship field remain visible on the parent form's Relationship field — they are no longer hidden after archiving.
Q: What happens if a linked child form is deleted while I have the parent form open?
Dashpivot detects the deletion and automatically removes the deleted form from the Relationship field when you save the parent form, so the parent always reflects the current state of its linked forms.