How to Use WPS Parent-Child Records on macOS

Use Parent-Child Records with 4 how-to topics, including 4 free topics and 0 membership-related items; use the index below to jump to the task you need.

How-to Index

How-to Guide

1. Enable Child Records

Entry: Top toolbar in the data table → Child Records → Support adding child records

1. Open the data table you want to edit.
2. Click Child Records on the top toolbar.
3. Turn on Support adding child records.
4. After it is enabled, the primary field of a record shows the entry for adding child records.

Success Criteria

• Interface result: Child Records is enabled, and the add entry is visible in the primary field.
• What you can do next: You can start adding lower-level records under existing records.

Tips While Using

• Make sure you are working in an editable data table.
• It is helpful to plan the hierarchy before adding many child records.

2. Add a Child Record

Entry: Primary field of a record with Child Records enabled → “+” icon

1. Confirm that Child Records is already enabled for the current table.
2. In the primary field of the record that will act as the parent, find the + icon.
3. Click the + icon to create a child record.
4. Enter the child record content and save it.

Success Criteria

• Interface result: The new record appears under the parent record with hierarchical indentation.
• What you can do next: You can continue adding more child records or edit the existing content.

Tips While Using

• Identify the correct parent record before adding child records.
• Child records stay displayed together with their parent record in the table.

3. View and Manage Hierarchy Display

Entry: Open a supported view that shows parent-child records

1. Open the table view that contains parent-child records.
2. Review the structure in supported views such as board and gallery.
3. Expand child records when you need to see more detail.
4. Collapse child records when you want a cleaner view.

Success Criteria

• Interface result: Parent and child records are displayed according to their hierarchy.
• What you can do next: You can switch between views and continue reviewing the structure.

Tips While Using

• When there are many levels, organize records by stage or category for easier reading.
• Too many levels can reduce display clarity and operating efficiency.

4. Check That Formulas and Summaries Stay Unchanged

Entry: Review field results in a table where parent-child relationships are already set

1. After creating parent-child relationships, review formula fields or summary fields in the table.
2. Compare the calculation results before and after the hierarchy is added.
3. Confirm that summary results still follow the original field logic.
4. Continue maintaining records within the hierarchy.

Success Criteria

• Interface result: Formula fields and summary results continue to display normally.
• What you can do next: You can keep editing records while preserving the hierarchy display.

Tips While Using

• Parent-child relationships mainly affect display hierarchy rather than calculation logic.
• If needed, test with a small sample before applying the structure to a larger table.