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:
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: Create a Linked Form
In the Relationship field, click Add form.
A new form is created from the linked template.
Fill out the linked form and save it.
The linked form is now connected to the form you started from.
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.
A new linked form opens — fill it out and save it.
The linked form automatically connects 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
Create new forms only (for now): You can create new linked forms from the Relationship field. Linking to forms that already exist isn't supported yet.
Dashpivot only: The Relationship field is available on Dashpivot Web and Dashpivot Mobile. On Sitemate Mobile it is not supported and will currently show as "Field not available."
What's Coming Soon
We're actively building on the Relationship field.
Link existing forms: Connect to forms that already exist, not just newly created ones.
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: Not yet. Exporting a form together with its linked forms isn't supported currently. Linked forms are shown in a table with their form thumbnail data in the exported form.
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.