Convert record to a form

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  • March 4, 2025 at 9:24 AM #51691

    Andrew Jolly
    Participant

    Somehow I have a document with a number of categories. 3 of these categories have lots of records in. 1 category has 1 record which has 40 sub-records. Is there a way to make sub-records become records of the category itself?

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    March 6, 2025 at 10:51 AM #51696

    Brendan
    Keymaster

    Hi Andrew,

    I’m not sure what you mean by 1 category has 40 sub-records. Your screenshot doesn’t show an entry with 40 records.

    But are you asking how to combine multiple forms into a single form?

    If so, the only way to do that would be to export the records in your form as a CSV file and then import them into your other form. But that may just cause a bit of a mess. If you do any kind of experimentation with that, I recommend first creating a duplicate of your document using the Duplicate Document command in the File menu. When you close the document the Duplicate Document command will become available to you.

    Thanks,

    Brendan

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