what are the prerequisites to create record and forms
Answers
Answer:
You have two connected objects and you want users to use only one form to either create a new connected record or edit the existing connected record.
For example, you may want your users to be able to add a new Sales Rep to a Lead that doesn’t have one or edit the existing Sales Rep connected to a Lead, from the same form.
Requirements
The following are requirements for creating this form:
The connected objects must have a many-to-one or one-to-one relationship.
The form can must be added for the “to-one” or parent object in the relationship.
In this example, many Leads connect to one Sales Rep. So the form can be created to add or edit the one Sales Rep connected to a Lead.
Steps
Create a Details Page
In the Pages section of the builder, create a new Details page for Leads.
If you’re not sure how to create a details page, this article will walk you through the steps.