Linking forms to record types and subtypes controls where forms are available in Community Development. This guide will explain how form links help the right forms appear for the right records.
Who can use this feature?
System Administrators | Container Administrators
Important Note:
If you do not have Container Administrator permissions in your system, you will not be able to complete the tasks in this guide. Please contact your administrator for assistance.
Link Forms to Record Types and Subtypes
Forms can be linked to a record type or subtype, so they appear in the right place in Community Development. This setup is most often used to connect fillable forms to the correct record type for application purposes on the Citizen Portal.
For example, a fillable application form can be linked to a permit, license, planning and zoning record, or inspection type. This helps community members see and complete the correct form when they apply online. It also helps staff receive the submitted information in the right record area, which supports a clearer review process.
Linking forms correctly helps reduce confusion for staff and community members. It makes sure the right form is available for the right process and helps keep applications and records organized.
Note:
For a tutorial and written instructions, view Form Relationships.
Knowledge Check
This Knowledge Check includes 5 questions based on this article. Select the arrow next to each question to reveal the answer. You can review the article at any time while completing the Knowledge Check.
Question 1: What is the main purpose of linking a form to a record type or subtype?
Answer: The main purpose is to connect the correct application form to the record type so it appears on the Citizen Portal for that application.
Question 2: Where do you go to find Form Relationship?
Answer: Go to Admin Tools, select Forms Customization, and then select Form Relationship.
Question 3: (True or False) Linking a form to the wrong record type can cause the wrong application form to appear on the Citizen Portal.
Answer: True. The form should be linked carefully so that community members see the correct application form.
Question 4: Can a form be linked to a subtype when the application needs to be more specific?
Answer: Yes. A form can be linked to a subtype, so the correct form appears for that more specific application process.
Question 5: What should a Container Admin confirm before saving a form relationship?
Answer: A Container Admin should confirm that the correct form, record type, and subtype are selected.