Mirrored Fields allow you to easily cascade data from a Parent Record to a Child Record. Designed to be easy to setup, Mirrored Fields allow you to keep data in sync across apps with less work.
Mirrored Fields are a new type of calculated fields in Forms Builder which always have their value set by the parent record. Within the child app, the Mirrored Field will always be read only when it is used on a form as the value is never intended to deviate from the value of the parent record.
Before We Start...
This tutorial will assume your understand the following concepts:
Let's Get Started!
Mirrored Fields are configured within the Child App of a Parent-Child Relationship. In the Datamodel page of the Child App, expand the "Actions" menu and select "Create Mirrored Fields".
A modal will appear with a "Relation Property" dropdown. This dropdown will contain a list of Parent relationships. Select the relationship to the Parent app that contains the fields you would like to mirror.
Once a Relation Property is selected, you'll see some additional fields appear:
- Source Field: This dropdown contains the fields on the Parent App. Select the field that you would like to mirror
- System Name: Enter the System Name for the mirrored field that will be created based on the Source Field
- System Label: Enter the System Label for the mirrored field that will be created based on the Source Field
Additional fields can be added by selecting the "+" icon on the bottom left.
Once you've selected all the fields you want to mirror, click "Create" on the bottom right to create the Mirrored Fields.
You will see the Mirrored Fields added to your list of Fields in the Datamodel. All Mirrored Fields will have a Calculated Type of "Mirrored".
The creation of Mirrored Fields sets up automatic cascading of data from the Parent App.
- Any existing child records will automatically have the fields populated by the parent value
- Any newly created records will automatically have the fields populated by the parent value
- Changing the child record's relationship to a different parent will automatically update Mirrored Field values to those of the new parent