How to Create Parent and Child Records at the Same Time

To create parent and child records at once, the form includes a connected block where the related records are entered alongside the main one. A single submission produces the whole structure, already linked.

The two-step problem

Most processes involve a record with items attached. Splitting that into two steps creates a predictable set of failures.

Main records created with no items attached, then forgotten
Items created against the wrong parent
Users navigating between screens to complete one logical task
Incomplete data reaching the next stage of the process

Where this pattern appears

Parent record	Child records
Purchase request	The items being requested
Sales opportunity	The services or products in the deal
Employee	Documents, dependants, and equipment
Project	Stages, checklist items, and expenses

How to configure it in Jestor

Open the Super Form editor in Jestor and add a connected table block.
Enable record creation on that block, so users can add children in place.
Choose which fields of the child record appear when adding.
Publish the form — this works on public links as well as internally.
Submit once; the parent and its children are created and linked automatically.

Why choose Jestor for structured capture?

Because Jestor sits on a relational database, the link between parent and child is established as part of the creation rather than reconciled afterwards. There is no matching step and no orphaned records.

The same capability works on public forms, so an external supplier or candidate can submit a complete structure without ever logging in.

Frequently Asked Questions

Does this work on public forms?

Yes, including public links and record creation. See jestor.com.

Are the records linked automatically?

Yes, the connection is created with them.

Can I limit which child fields appear?

Yes, you choose which fields are shown.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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