What are parent-child relationships?
Parent-child relationships allow you to create dependencies between records, where a parent record serves as the source for related child records. This is useful when you have hierarchical data or when one record naturally contains or references other records.
Example: IT change request with related tasks
Imagine you're tracking an IT change request that involves multiple implementation tasks. You could structure this as:
Parent record: Change request (contains request ID, priority, status, assigned engineer)
Child records: Individual tasks (each task references the parent change request)
Now, when you link the parent record to a case, all related request records are automatically included, giving your team complete context.
Why parent-child relationships matter
Data organization: Group related records together logically.
Case integration: When a parent record is added to a case, all child records are added as well.
Hierarchical queries: Query parent records and automatically include their children.
Table visibility: Parent records display directly in the records table as a clickable link in the parent column, giving you context at a glance.
How to configure parent-child relationships
Parent-child relationships are configured in the child record's capture tool within a story.
Add a Capture Record tool to your story for the child record type.
In the properties panel, enable Parent record.
Use a formula to reference the parent record from an upstream action.