{"id":15890,"date":"2024-03-18T11:01:22","date_gmt":"2024-03-18T11:01:22","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d9%84%d9%86%d9%85%d8%a7%d8%b0%d8%ac-%d8%b0%d8%a7%d8%aa-%d8%a7%d9%84%d8%b5%d9%84%d8%a9-%d9%84%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1\/"},"modified":"2026-01-20T13:43:49","modified_gmt":"2026-01-20T13:43:49","slug":"clients-related-forms","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/clients-related-forms\/","title":{"rendered":"Clients Related Forms"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1713262580858{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Client-related forms allow adding a set of data on a separate page as part of the client&#8217;s profile. For example, you can add a form related to the client&#8217;s industry that contains information about them and their competitors. You can add this form for the client you wish to include it for, while it is not mandatory to add it for all clients. Here are the details for adding and using <\/span><b>&#8220;related forms&#8221;<\/b><span style=\"font-weight: 400;\"> in this guide.<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;Adding a New Related Form&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1713262603998{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1768308058686{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Related forms consist of a section that includes basic information such as the name of the form, who has access to it, and how it is used. The second part relates to the form&#8217;s design where you add the form fields and control their properties. To add a new related form:<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Client Settings&#8221;<\/b><span style=\"font-weight: 400;\"> under <\/span><b>&#8220;Clients&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu and click on the card <\/span><b>&#8220;Related Forms&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44611 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Untitled-1.png\" alt=\"\" width=\"1365\" height=\"634\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Untitled-1.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Untitled-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Untitled-1-1024x476.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Untitled-1-768x357.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Click on the button <\/span><b>&#8220;New Custom Form&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-15895 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_13h11_11.png\" alt=\"\" width=\"1753\" height=\"498\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_13h11_11.png 1753w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_13h11_11-300x85.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_13h11_11-1024x291.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_13h11_11-768x218.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_13h11_11-1536x436.png 1536w\" sizes=\"auto, (max-width: 1753px) 100vw, 1753px\" \/><\/p>\n<p style=\"text-align: left;\"><b>Enter the information for the related form:<\/b><\/p>\n<ul style=\"text-align: left;\">\n<li aria-level=\"1\"><b>Name: <\/b><span style=\"font-weight: 400;\">Enter a name for the related form, preferably descriptive of its purpose.<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-level=\"1\"><b>Key: <\/b><span style=\"font-weight: 400;\">Similar to a code identifying the form, it can be a number, or a letter in English.<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-level=\"1\"><b>Status: <\/b><span style=\"font-weight: 400;\">Either choose active to enable the use of the form or inactive.<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-level=\"1\"><b>Description: <\/b><span style=\"font-weight: 400;\">If there are any details worth including about the custom form and its purpose.<\/span><\/li>\n<\/ul>\n<p style=\"text-align: left;\"><b><\/b><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-15897 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_13h14_58.png\" alt=\"\" width=\"1087\" height=\"828\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_13h14_58.png 1087w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_13h14_58-300x229.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_13h14_58-1024x780.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_13h14_58-768x585.png 768w\" sizes=\"auto, (max-width: 1087px) 100vw, 1087px\" \/><\/p>\n<p style=\"text-align: left;\"><b>Control the permissions of the related form:<\/b><\/p>\n<ul style=\"text-align: left;\">\n<li aria-level=\"1\"><b>Add Record: <\/b><span style=\"font-weight: 400;\">Choose who can add this custom record. Is it available to a specific branch, department, designation, or just one employee?<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-level=\"1\"><b>Update Record: <\/b><span style=\"font-weight: 400;\">Choose who can edit this custom record.<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-level=\"1\"><b>View Record: <\/b><span style=\"font-weight: 400;\">Choose who can view this custom record.<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-level=\"1\"><b>Delete Record: <\/b><span style=\"font-weight: 400;\">Choose who can delete this custom record.<\/span><\/li>\n<\/ul>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Then click on the button <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\"><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-15903 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h31_57.png\" alt=\"\" width=\"1186\" height=\"466\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h31_57.png 1186w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h31_57-300x118.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h31_57-1024x402.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h31_57-768x302.png 768w\" sizes=\"auto, (max-width: 1186px) 100vw, 1186px\" \/><br \/>\n<\/span><\/p>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Designing the Related Form&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1713263009853{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1713271245838{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">After adding the information and permissions for the related form, you will be redirected to the form design page. Here in the menu are fields of various types that allow for the inclusion of diverse data types in the form. You can add:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Single-line or multi-line text entry.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A dropdown list with choices.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Email address.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Date.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">URL field.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Image.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">And many more types of data.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All you need to do is drag and drop the type of field you want into the center, then type the field title, adjust its settings, control its properties, and finally, press the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-15906 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h40_11.png\" alt=\"\" width=\"1915\" height=\"805\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h40_11.png 1915w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h40_11-300x126.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h40_11-1024x430.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h40_11-768x323.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h40_11-1536x646.png 1536w\" sizes=\"auto, (max-width: 1915px) 100vw, 1915px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote><p><span style=\"font-weight: 400;\">The field key (Key) must be unique to this field and different from the keys of any other fields in the same form. The key should consist of numbers, English words, and letters, with each word or number separated by an underscore (_).<\/span><\/p><\/blockquote>\n<p>[\/vc_message][vc_custom_heading text=&#8221;Adding a Client Related Form&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1713264079998{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1741091022364{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Manage Clients&#8221;<\/b><span style=\"font-weight: 400;\"> from the <\/span><b>&#8220;Clients&#8221;<\/b><span style=\"font-weight: 400;\"> dropdown in the main menu and select the client profile you want to add the related form to. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click on the <\/span><b>&#8220;Add&#8221;<\/b><span style=\"font-weight: 400;\"> button and select the related form you want to add to the client from the dropdown list. <\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30934 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/87349.png\" alt=\"\" width=\"1536\" height=\"711\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/87349.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/87349-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/87349-1024x474.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/87349-768x356.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Enter the required information in the form fields then click on the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-15912 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h52_01.png\" alt=\"\" width=\"1486\" height=\"745\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h52_01.png 1486w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h52_01-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h52_01-1024x513.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h52_01-768x385.png 768w\" sizes=\"auto, (max-width: 1486px) 100vw, 1486px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">After adding the related form to the client, a tab named after the related form appears in the client&#8217;s profile next to tabs like &#8220;Details,&#8221; &#8220;Appointments,&#8221; &#8220;Activity Log,&#8221; and others. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">To take action on this client&#8217;s related form, click the three dots next to it &#8220;&#8230;&#8221; and choose from the dropdown menu:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">View.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Edit.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Delete.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30936 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/5834.png\" alt=\"\" width=\"1536\" height=\"572\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/5834.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/5834-300x112.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/5834-1024x381.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/5834-768x286.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">The details of the clients custom form appear when reviewed from their profile as follows.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-15917 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h57_51.png\" alt=\"\" width=\"1469\" height=\"656\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h57_51.png 1469w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h57_51-300x134.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h57_51-1024x457.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_14h57_51-768x343.png 768w\" sizes=\"auto, (max-width: 1469px) 100vw, 1469px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Actions on the Related Forms&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1713264501702{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1713273535457{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">To view all client forms for clients in your system<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Client Settings&#8221;<\/b><span style=\"font-weight: 400;\"> from the <\/span><b>&#8220;Clients&#8221;<\/b><span style=\"font-weight: 400;\"> dropdown in the main menu and click on the <\/span><b>&#8220;Related Forms&#8221;<\/b><span style=\"font-weight: 400;\"> card. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Then click on the three dots next to the form name &#8220;&#8230;&#8221; and click on:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Manage Records:<\/b><span style=\"font-weight: 400;\"> Click here to view all client forms you have already added for clients using this custom form.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Form Builder:<\/b><span style=\"font-weight: 400;\"> Click here if you want to modify the design of the related form.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Edit:<\/b><span style=\"font-weight: 400;\"> To edit the basic information of the custom form such as its name and permissions.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Delete:<\/b><span style=\"font-weight: 400;\"> To delete the related form.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-15919 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_15h15_25.png\" alt=\"\" width=\"1500\" height=\"673\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_15h15_25.png 1500w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_15h15_25-300x135.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_15h15_25-1024x459.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_15h15_25-768x345.png 768w\" sizes=\"auto, (max-width: 1500px) 100vw, 1500px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">After clicking on <\/span><b>&#8220;Manage Records&#8221;<\/b><span style=\"font-weight: 400;\"> or on the form itself, you will see all client forms associated with this custom form, allowing you to review their data or take certain actions. <\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Note: If this related form has not been added to any client yet, this message will appear <\/span><b>&#8220;<strong>No (Form Name) Added Yet<\/strong>&#8220;.<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-15923 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_15h18_31.png\" alt=\"\" width=\"1594\" height=\"469\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_15h18_31.png 1594w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_15h18_31-300x88.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_15h18_31-1024x301.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_15h18_31-768x226.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/2024-04-16_15h18_31-1536x452.png 1536w\" sizes=\"auto, (max-width: 1594px) 100vw, 1594px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2130,2126,2132,2134],"tags":[7956,2742],"class_list":["post-15890","user_manual","type-user_manual","status-publish","hentry","category-clients-management","category-clients","category-client-settings","category-related-forms","tag-clients-settings","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Clients Related Forms - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/clients-related-forms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clients Related Forms - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1713262580858{margin-left: 200px !important;}&#8221;]Client-related forms allow adding a set of data on a separate page as part of the client&#8217;s profile. For example, you can add a form related to the client&#8217;s industry that contains information about them and their competitors. 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