Reference a Related Entity Form

Related entities and booking workflows are only available on the web version of Teamworks AMS and the Smartabase Classic mobile application.

Once a related entity form has been created, it can be added to an event form by adding a Related entity field to the form and selecting the related entity form in the advanced properties. The example below shows our Physiotherapist Appointment event form containing a Related entity field. The field has been named Physiotherapist to match the related entity form that it references in the Advanced properties section (not pictured).

To reference a related entity form in an event form, follow the steps below:

1. Log in to the builder interface.
2. Select the Event forms tool.
3. Open or create an appointment or scheduling form.
4. Add a Related entity field.
5. In the Advanced properties tab, select the related entity form you need using the Related entity property.
6. Save the event form.

Note that people must have data permissions for both the event form and the related entity form. Likewise, for the workflow to be fully functional on the mobile application, the event form and the related entity form must have their advanced properties set to be available on the mobile app (Exclude Athlete app).