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Subforms

Create hierarchical ticket relationships for complex inspection workflows. Subforms allow you to automatically generate child tickets for related components when you assign a parent ticket.

Updated this week

What Are Subforms?

Subforms allow you to create parent-child relationships between forms. When you assign a parent form to a component, Sitemark automatically creates linked child tickets for all related subcomponents.

How to Set Up Subforms

Step 1: Set Up Your Component Hierarchy (Optional)

If your project requires a component hierarchy (e.g., structures containing piles, inverters containing strings), contact our support team or your Customer Success Manager to set this up. Component hierarchies define the parent-child relationships between different component types on your site.

Setting up a hierarchy allows Sitemark to understand which components are related to each other. When you create tickets that are linked to components (see Step 4), this hierarchy determines which subtickets are automatically created.

Note: At the moment, you cannot configure component hierarchies yourself—our team will help you set this up based on your project requirements.

Step 2: Set Up Your Child Form

Create the form that will be used for the subtickets (child tickets).

Optional - Configure Form-to-Component Type Restrictions:

  1. Open the Form Builder for your child form

  2. In the form settings, select which Component Types this form should be available for. This ensures the form is only used for the appropriate component types

Step 3: Set Up Your Main (Parent) Form

  1. Open the Form Builder for your parent form

  2. Add a Subcomponent Form field from the sidebar

  3. Configure the relationship:

    • Component Type: Filter which component types the subform applies to. Subticket will automatically be created for this component type.

    • Child Form: Select the form you created in Step 2. This form will be created when automatically creating subtickets.

  4. Save the form

Important: Once you add a subform relationship to your parent form, no subforms can be created for the child form anymore. The child form cannot have its own subforms.

Step 4: Create Your Tickets

You have two options when creating tickets with subforms:

Option A: Create a Free Ticket (Not Linked to a Component)

  1. Create a ticket using your parent form without linking it to a specific component

  2. Sitemark automatically creates subtickets for all components of the relevant type across your entire site

  3. All subtickets are linked to the parent ticket

  4. Each subticket's description will be: Form Name - Component Reference

Option B: Create a Ticket Linked to a Component

  1. Create a ticket linked to a specific component using your parent form

  2. If you have a component hierarchy set up (from Step 1), Sitemark automatically creates subtickets for all lower-level components that are related to the selected component

  3. For example: If you link the parent ticket to a inverter, subtickets are created for all strings linked to that inverter

  4. Each subticket's description will be: Form Name - Component Reference

Viewing and Managing Subtickets

When you open a parent ticket that has subtickets:

  • A badge appears next to the subform field showing the count of related tickets

  • You can see the list of child tickets with their status

  • Click on any child ticket to open and edit it

  • Use the back button to return to your parent ticket

Deleting Subforms and Subtickets

Deleting a Parent Ticket

When you delete a main (parent) ticket:

  • The main ticket will be deleted

  • Subtickets will not be deleted, they remain in your system as standalone tickets

Deleting a Subticket

When you delete a subticket:

  • The subticket and its link to the main ticket will be deleted

  • The subticket will no longer be visible in the overview when opening the main ticket

  • All other subtickets that are still linked to the main ticket remain visible and available

Deleting the Subform Relationship Property

When you delete the subform relationship property from the main form:

  • The property will no longer be visible in the main ticket

  • All subtickets that were already created will still exist as standalone tickets

Deleting the Parent Form

When you delete the main (parent) form:

  • All main tickets created from this form will be deleted

  • Subtickets will not be deleted, they remain in your system as standalone tickets

Deleting the Child Form

When you delete the child (subform) form:

  • All tickets created from this form will be deleted

  • The main tickets will still exist but the subtickets linked to this child form will no longer be available and will not appear in the list when viewing the main ticket

Rules & Limitations

  • No circular relationships: A form that's already a subform cannot have its own subforms

  • Hierarchy dependency: Component hierarchy must be configured by support to enable automatic subticket creation based on component relationships

  • Availability

    • Web Platform: Subforms are fully available—you can create, view, and edit parent tickets and subtickets

    • Field Link: Subtickets can be viewed and edited in FieldLink, but cannot be created in FieldLink. Create parent tickets with subforms on the web platform first, then access them in FieldLink

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