Inherit from parent on list form to sub item

Lisa Heenan

• Edited March 23, 2026 16:17

Does anyone have the steps from this video written? I can only work on one monitor and it's difficult to follow from the un-narrated video. Also, there is a section where a dropdown appears and has "template" as an option. Can someone elaborate on this?

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  Christof

  • March 24, 2026 07:56

  No detailed steps but since it's very short I can quickly explain: There is a lookup column on the form's list by which you can access all related fields of the selected target item.
  It prefills and updates the target item's values om the form by adding an expression to Initial and Calculated like this (Expression Builder returns you the correct column names): =[[YourLookupColumnName.TargetListsColumnName]]
  
   The dropdown of expression type which did include "Template" was replaced by Text expression in Expression Builder

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