The form association type reflects the relationship between two records.

Add a new form association type

1. Expand the “Configuration” menu on the sidebar navigation.
2. Expand the “Lists” menu under “Configuration”.
3. Expand the “Type” menu under “Lists”.
4. Select the “Form Association” menu.
5. Select “Add” to add a form association type.
6. Populate the fields.  Data fields with an asterisk (*) are required.
   • Name*: Enter the name of the type of form association.
     • The system will not allow form association types with duplicate names.
   • Relationship*: The relationship between the primary and secondary forms. Options include:
     • 1-1: One primary form to one secondary form.
     • 1-M: One primary form to many secondary forms.
     • M-M: Many primary forms to many secondary forms.
   • External Identifier: Enter a unique identifier that represents this record in an external system.
   • Description: Enter a description of the form association type.
7. Select “Save” upon completion.

Manage form association types

1. Locate the form association type record.
2. To the right of each record, under the Actions menu, you may:
   • Edit the form association type.
   • Download the form association type definition for import into another database.
   • Delete the form association type. You may delete types only when they are not in use at any record.