How to Create Multiple Child Records Under One Parent Using Repeat Functionality

Step 1: Go to the My Forms tab and click on the "Create New Form" button.

Step 2: Enter the form name and select the form type (Salesforce Objects or General Fields).

- Currently, I have chosen the Salesforce Objects option.

Step 3: Select "Account" as the Primary Object, then click the "+" icon to add child objects related to the Account.

Step 4: Select "Contact" as the Child Object and check the "Repeat" checkbox and click the "Create Form" button.

Step 5: Go to the Object Fields section and click on “Account” and “Contact,” and drag and drop the required fields.

(Note: In this case,  no fields are dragged from either the Account or Contact objects.)

Step 6: After that, you can publish the form by clicking the "Publish" button.

Step 7: Next, click the "Publish Form" button.

Step 8: Click on "Done” to close the modal.

Step 9: Once the form is published, an additional Publish Options tab becomes available.

Under this tab, there is a sub-option called Quick Share. Click on "Quick Share." 

(Note: If the form is already created, click "Edit," go to Publish Options, and click "Quick Share.")

Step 10: Inside the "Quick Share" section, you will see two options: Share with Link and Share QR.

- Currently, we have chosen the Share with Link.

Step 11: Within the Share with Link section, you will see the Form Status displayed as 'Published'.

Step 12: Click on the “Copy Link” button to copy the form URL.

Step 13: Click on the “Open” button to directly open the form in your web browser.

Step 14: Enter all the required information and click  “Add more” to create multiple records related to the Account.

Step 15: After clicking “Add more,”  you can add another Contact related to the Account. You can also click “Delete” to remove an added Contact.

Step 16: Finally click the “Submit” button.

Step 17: Go to the “My Forms” tab and refresh the page.

Step 18: Click on the “Submission” button to see all submissions.

Step 19: Here, all submissions for that form will be displayed.

Step 20: Click “View Records,” then click “Preview” to see the submission in Salesforce.

Step 21: Now, two related Contacts will be successfully created under a single Account.