{"id":64222,"date":"2024-01-15T15:03:02","date_gmt":"2024-01-15T07:03:02","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=64222"},"modified":"2025-07-08T13:16:44","modified_gmt":"2025-07-08T05:16:44","slug":"subform-entries","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/subform-entries\/","title":{"rendered":"Subform Entries"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to version 4.14 and later of IFS OI Explorer. Note, some screenshots on this page may be of earlier versions. For more, see <a href=\"#Release_History\">Release History<\/a>.<\/p>\n<p class=\"overview\">You can create a second entry, before you have completed and saved your first entry, by using a subform.<\/p>\n<p class=\"intro-text\">Subforms are entry dialogs that are opened from within another entry dialog, and are used to add a separate new entry while the first entry is in progress.<\/p>\n<p class=\"left-bar-yellow\">Subforms are used in <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/aplus\/\">A-Plus<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/cases\/\">Case Management<\/a> and <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/\">Shift Log<\/a>.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Create a Subform Entry<\/h2>\n<p class=\"intro-text\">When a field, with the data type Entry, is added to a form a <strong>Create<\/strong> button is displayed beside the field name in the entry dialog. The button can be used to open a subform.<\/p>\n<p class=\"intro-text\">To create a subform entry:<\/p>\n<p class=\"intro-text\">1. Click <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64701\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b12e831.png\" alt=\"\" width=\"60\" height=\"25\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b12e831.png 127w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b12e831-48x20.png 48w\" sizes=\"auto, (max-width: 60px) 100vw, 60px\" \/> from the entry dialog to open the subform.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9a99dd.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64719\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9a99dd.png\" alt=\"\" width=\"400\" height=\"330\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9a99dd.png 516w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9a99dd-150x124.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9a99dd-48x40.png 48w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>Subform:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9c0d53.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64720\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9c0d53-600x336.png\" alt=\"\" width=\"900\" height=\"504\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9c0d53-600x336.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9c0d53-768x430.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9c0d53-150x84.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9c0d53-1080x604.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9c0d53-1280x716.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9c0d53-48x27.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_1b9c0d53.png 1392w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/a><\/p>\n<p class=\"intro-text\">2. Fill in the details for the entry and click <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/saving-entries\/\">save.<\/a><\/p>\n<p class=\"intro-text\">3. The ID assigned to the new subform entry is displayed in the entry dialog.\u00a0<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_20454f43.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64818\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_20454f43.png\" alt=\"\" width=\"400\" height=\"341\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_20454f43.png 510w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_20454f43-150x128.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_20454f43-48x41.png 48w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/a><\/p>\n<p class=\"left-bar\"><strong>Read more: <\/strong><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/fields\/#Data_Types\">Field Data Types<\/a><\/p>\n<p class=\"note\"><strong>Note:<\/strong> Subform entries exist as separate entries in the relevant table after they have been saved and the originating entry has been submitted.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Open and Edit a Subform Entry<\/h2>\n<p class=\"intro-text\">Subform entries do not exist as separate entries unless the originating entry has been submitted. These dependent entries can only be opened from within the entry they were created in.<\/p>\n<p class=\"intro-text\">To open a dependent entry:<\/p>\n<ul class=\"intro-text\">\n<li>Click the subform entry ID in the originating entry<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_2056c8f5.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64819\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_2056c8f5-600x449.png\" alt=\"\" width=\"400\" height=\"299\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_2056c8f5-600x449.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_2056c8f5-150x112.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_2056c8f5-48x36.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_2056c8f5.png 615w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/a><\/p>\n<p class=\"intro-text\">Subform entries behave the same as any other entry, once the originating entry has been submitted.<\/p>\n<p class=\"intro-text\">Open the entry by:<\/p>\n<ul class=\"intro-text\">\n<li>Clicking the subform entry ID in the originating entry\u00a0<\/li>\n<li>Using search to first find the entry<\/li>\n<li>Selecting the entry in the Case Entry table or the relevant Shift Log Case Entry table<\/li>\n<\/ul>\n<p class=\"note\"><strong>Note:<\/strong> Subform entries are case entries. See, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/fields\/#Data_Types\">Data Types.<\/a><\/p>\n<p class=\"intro-text\">The entry will open in an Edit Entry dialog.<\/p>\n<p class=\"intro-text\"><em>Subform Edit Entry dialog:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_209c6c2a.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64822\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_209c6c2a-600x541.png\" alt=\"\" width=\"500\" height=\"451\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_209c6c2a-600x541.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_209c6c2a-150x135.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_209c6c2a-48x43.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_209c6c2a.png 712w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/a><\/p>\n<p class=\"intro-text\">Edit the entry and save your changes.<\/p>\n<p class=\"left-bar\"><strong>Related:<\/strong> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/getting-started\/searching-entries\/\">Searching Entries<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entries-table\/\">Entries Table<\/a>.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Delete a Subform Entry<\/h2>\n<p class=\"intro-text\">Subforms entries can be <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/adding-editing-and-deleting-entries\/#Delete_an_Entry\">deleted<\/a> from:<\/p>\n<ul class=\"intro-text\">\n<li>An entry table or entry dialog when they are separate entries<\/li>\n<li class=\"intro-text\">From within the entry dialog that was used to open the subform, when they have a status of New<\/li>\n<\/ul>\n<p class=\"left-bar\"><strong>Read more: <\/strong><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/adding-editing-and-deleting-entries\/#Delete_an_Entry\">Delete an Entry<\/a><\/p>\n<p class=\"left-bar-red\"><strong>Important: <\/strong>If a draft entry containing a subform entry is deleted, the subform entry will also be deleted.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Release History<\/h2>\n<ul class=\"intro-text\">\n<li class=\"overview\">Subform Entries (this release, 4.14):\n<ul class=\"overview\">\n<li>Previously part of Entry Dialog page<\/li>\n<\/ul>\n<\/li>\n<li class=\"overview\">Previous Related Releases\n<ul class=\"intro-text\">\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/\">Entry Dialog (4.15)<\/a><\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/\">Entry Form (4.10.5)<\/a>\u00a0<\/li>\n<li>Shift Log Entry Form (4.0)<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/case-management-entry-form-4-9-3\/\">Case Management Entry Form (4.9.3)<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Entry Dialog is used to create and edit entries, which are a record of cases, events or activities that have occurred and may need to be tracked for monitoring or reporting purposes.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/subform-entries\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":29,"featured_media":55608,"parent":64014,"menu_order":29,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[1068,1108,1105,1103,1104,1122,1106,863,845,1100,1124,848,1107,1123],"class_list":["post-64222","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","tag-a-plus","tag-activities","tag-activity","tag-aplus","tag-case","tag-dialog","tag-draft","tag-entries","tag-entry","tag-event","tag-resubmit","tag-shift-log","tag-submit","tag-tab","Version-4-14","Product-ap","Product-case","Product-shiftlog"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64222","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=64222"}],"version-history":[{"count":45,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64222\/revisions"}],"predecessor-version":[{"id":70081,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64222\/revisions\/70081"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64014"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/55608"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=64222"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=64222"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=64222"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}