How to Use WPS Parent Record on Windows

This how-to guide includes 4 topics, all available without membership, so you can jump from the index to the task you need.

How-to Index

How-to Guide

1. Create a Parent Record field

Entry: the + button on the right side of the header → Parent Record field

1. Open the table you want to edit.
2. Click the + button on the right side of the header.
3. Select Parent Record from the field type list.
4. Enter a field name.
5. Click OK to finish creating the field.
6. If the current record is a child record, the field can display the matching parent record content.

Success Criteria

• Interface result: A new Parent Record field appears in the table.
• Next action available: Child rows can display the matching parent record content.

Tips While Using

• Common mistake: If you choose another field type, the new field will not display parent information.
• Environment note: You need edit permission for the current table.

2. View parent content in a child record

Entry: the existing Parent Record field column

1. Open a table that already contains parent-child hierarchy data.
2. Find the Parent Record field column.
3. Check the field value in the child record row.
4. Confirm which parent record the child record belongs to.

Success Criteria

• Interface result: The Parent Record field in the child row shows the matching parent content.
• Next action available: You can continue filtering, editing, or checking related records.

Tips While Using

• Common mistake: If the current row is not a child record, the field may not show parent content.
• Environment note: You need permission to view the related record.

3. Check child record status after deleting a parent record

Entry: record deletion

1. Select the parent record you want to delete in the table.
2. Delete the selected record.
3. Check whether unselected child records are still kept.
4. Confirm that those child records are automatically promoted to the same level as independent records.

Success Criteria

• Interface result: Only the selected parent record is deleted.
• Next action available: Unselected child records remain available for editing and management.
• No side effect: Data in unselected child records is kept.

Tips While Using

• Common mistake: Check the selected range before deletion to avoid removing the wrong records.
• Environment note: You need permission to delete records.

4. Use basic parent-child actions on mobile

Entry: the record area in the mobile table view

1. Open the related table on your mobile device.
2. View the existing child records.
3. Add a child record if needed.
4. Drag a child record to adjust its hierarchy position if needed.
5. Return to the list and confirm the updated result.

Success Criteria

• Interface result: You can view child records and complete basic actions on mobile.
• Next action available: You can continue adding or adjusting child records.

Tips While Using

• Common mistake: Mobile is better for basic actions; more detailed hierarchy work is better handled on Windows.
• Environment note: Keep your network connection available for sync.