Parent-Controlled Fields

Streamline your documentation and maintain data integrity with Parent-Controlled Custom Fields. This feature allows you to push text from a parent document down to its child documents, ensuring your team always sees consistent, up-to-date information that can only be modified from the parent level.

To add a Parent-Controlled field to your Register:

• Click the "Edit Columns" button: 
• Find the field that you would like to create a connection for. Please note, you cannot use this feature for System Fields
• Ensure that both the “Show” and “Parent-Controlled” boxes are checked

• Your changes made on this page will automatically save

Once you populate the Parent-Controlled Fields from the Parent Register, the data that you have entered will be visible and editable in the parent Register, and visible but not editable in all child copies of the document. 

When you change a non-Parent-Controlled Field to a Parent-Controlled Field:

• In the Parent: The position of the field will not change.
• In the Child: The newly Parent-Controlled field will become visible, but not editable, and will show the current value in the parent Register. This newly Parent-Controlled field will be positioned to the right and cannot be moved.

Parent Register:

Child Register:

Editing the Parent-Controlled Field

To change the status of a Parent-Controlled Field:

• Click the "Edit Columns" button: 
• Find the field that you would like to disconnect
• Deselect the "Parent-Controlled Field" toggle to remove the relationship for that field

• Your changes made on this page will automatically save

When you change a Parent-Controlled Field  field to a non-Parent-Controlled Field:

• In the Parent: The position of the field will not change.
• In the Child: The previously Parent-Controlled Field will no longer be visible. All other fields in the child will be unchanged.