When using Parent-Child Records, the most common questions focus on hierarchy depth, calculation results, and display behavior; this section includes 3 frequent questions plus a glossary.
FAQ
How many levels of child records are supported?
- Parent-Child Records supports multi-level nested parent-child relationships.
- Up to 5 levels of child records are supported.
- When the hierarchy becomes deep, use expand and collapse to keep the view easier to read.
Will parent-child relationships affect formulas or summary results?
- No. Parent-child relationships do not change field formulas or summary results.
- The hierarchy mainly affects how records are displayed in views.
- Summary fields continue to aggregate all matching record data.
Why can’t I see the hierarchy effect for child records?
- First, confirm that Support adding child records is turned on in the toolbar.
- Next, confirm that child records were added successfully in the first field of the parent record.
- Finally, check whether the current view supports hierarchy display and whether the parent record is collapsed.
Glossary
| Term | Definition |
|---|---|
| Parent record | A higher-level record that can contain one or more child records. |
| Child record | A lower-level record that belongs to a parent record and represents more detailed content. |
| Hierarchical display | A way to show records by parent-child structure so relationships are easier to understand. |
| Expand/Collapse | A viewing control that shows or hides child records under a parent record. |