Using Forms to Inherit Document Contents on Both Notes and Web Clients
There are two ways inheritance can be used: You can inherit field values from one document to another, or you can inherit the entire document contents into a Rich Text Field on another document. Setting up document content inheritance is identical no matter what client is using inheritance. Set up document content inheritence by following these steps:
1. | In the response form, create a Rich Text field. |
2. | Select the Defaults tab on the Form Properties. |
3. | Select On Create: Inherit entire selected document into rich text field. |
4. | Select the Rich Text field name and select how to display the document: as a link (shown in Table 14.6), as a collapsible rich text field, or as a rich text field. |
| Notes | Web |
|---|---|
| Select or open parent document prior to creating new document. | Open parent document prior to creating new document. |
| Can inherit with On Create options Link, Collapsible Rich text, or Rich Text. | Can inherit with On Create option Rich Text only. On Create options Collapsible Rich Text and Link are not supported on Web. |
| If new document is not included in the Create menu, a form or view action must be provided to create the new document. | A form action must be provided to create a new document from within the parent. |
| Holding the Ctrl key while choosing Create stops the inheritance. | No equivalent. |
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