How to Use WPS Parent-Child Records on Windows

Use Parent-Child Records with 4 how-to topics, including 4 free topics and 0 membership-related topics, and jump to each task from the index below.

How-to Index

How-to Guide

1. Understand what Parent-Child Records does

Entry point: Open your table and review how records should be organized by level.

1. Open the table where you want to manage structured data.
2. Decide which records should act as parent records and which should act as child records.
3. Plan the main tasks, nodes, or items as parent records.
4. Organize related details as child records for later hierarchical display.

Success Criteria

• Interface result: You can clearly identify which records should be parents and which should be children.
• Next step available: You can continue to enable Child Records and add child items.

Tips While Using

• Common mistake: Adding child records before planning the hierarchy can make later cleanup harder.
• Environment note: You need an editable table to complete this workflow.

2. Turn on Child Records

Entry point: Toolbar → Child Records → Support adding child records.

1. On the toolbar above the table, click Child Records.
2. Turn on Support adding child records.
3. Confirm that the switch is active before adding child records in the first field of a record.

Success Criteria

• Interface result: The Child Records setting is enabled on the toolbar.
• Next step available: You can see the entry for adding child records in the first field of a record.

Tips While Using

• Common mistake: Opening the Child Records menu without turning on the support switch.
• Environment note: You need edit permission for the current table.

3. Add child records and build hierarchy

Entry point: The + icon in the first field of a record.

1. In a table where Child Records is already enabled, locate the target parent record.
2. Click the + icon in the first field of that record.
3. Enter or complete the child record content.
4. Save and check whether the new child record appears under the correct parent record.

Success Criteria

• Interface result: The new record appears as a child record under the parent record.
• Next step available: You can add more child records or change the way the hierarchy is viewed.

Tips While Using

• Common mistake: Adding a child record under the wrong parent record.
• Environment note: This step depends on completing Turn on Child Records first.

4. Expand or collapse child records in a view

Entry point: Open a view that supports hierarchical display.

1. Open the data view that contains your parent and child records.
2. In supported views such as board or gallery, review the hierarchy structure.
3. Expand a parent record when you want to see all child records under it.
4. Collapse a parent record when you want to simplify the current view.

Success Criteria

• Interface result: Child records appear or hide together with the parent record state.
• Next step available: You can browse, review, and manage records by level.

Tips While Using

• Common mistake: Thinking collapsed child records were deleted when they are only hidden from view.
• Environment note: The hierarchy display depends on whether the current view supports it.