How to Show Parent Record Data Inside a Card

To show parent record data in a card, you configure the connected field to display more than just the parent's name. A project stage can then show the project's budget without anyone navigating away.

Why a name is rarely enough

A connected field showing only a label answers which record it belongs to, and nothing else.

A stage card showing the project name but not its budget
Users navigating to the parent to check one figure
Context that exists but sits one click too far away
Decisions made without the number that should have informed them

How many levels you can surface

One level — the parent record's fields shown in the child's card
Two levels — the parent's own parent, if it has one
Further levels — the chain continues as deep as the structure goes
Chosen fields — you select which information comes through at each level
Two display modes — as a card, or as a Super Form

How to configure it in Jestor

Open the form editor in Jestor and go to the connected field settings.
Choose how it displays: as a card, or as a form.
Select which fields of the parent record should appear.
Customize the card's colours, as you would a Kanban card.
Choose the Super Form mode when you also need conditionals, editing, and saving.

Why choose Jestor for deep context?

Jestor allows the chain to continue through several levels, so a stage can show its project, and the project can show the client or the contract it belongs to — all from one card.

The Super Form mode goes further than display: it brings conditionals, editing, and permissions to the parent's data, so the information is not just visible but actionable.

Frequently Asked Questions

Can I go more than one level up?

Yes, the chain can continue through several levels. See jestor.com.

Can I edit the parent's data from the card?

Yes, using the Super Form display mode.

Can I choose which fields appear?

Yes, at each level.

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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