References Child Form

Modules > Marketing > Templates > Find, List, Query, or Add Templates > Correspondence Template Information Profile > Primary Tab > References child form

Use the References child form to track all the different areas of NetForum that reference this template. Click the go to arrow to go to the profile for each area.

The References child form lists all the different areas of NetForum that reference this template with a Referencing Code for each.

Column Description
Reference Type

Displays the area of NetForum that references this template. Areas that might reference this template include the following:

  • Call to Action – click the go to arrow to go to the Call to Action profile that references this template.

  • Call to Action Segment – click the go to arrow to go to the parent Call to Action profile of the segment that references this template.

  • Fundraising Campaign – click the go to arrow to go to the Campaign profile that references this template.

  • Event – click the go to arrow to go to the Event profile that references this template.

  • Price – click the go to arrow to go to the Price profile that references this template.

  • Product - click the go to arrow to go to the Product profile that references this template.

  • Request Header click the go to arrow to go to the COI Questionnaire Request profile that references this template.

  • Workflow Task - click the go to arrow to go to the parent Workflow Rule profile of the task that references this template.
Referencing Code Displays the user-entered code for the reference between the template and the area.

Child Form Icons

Use the following icons to work with child forms. Not every form will have all of the icons listed.

Icons Actions
Classic UI Current UI  
expand/close icon to expand or close a child form.
goto record icon to view that record's profile page.
add icon to add a new record to the child form.
edit icon to edit a record on the child form.
delete icon to delete a record on the child form.
grandchild form icon to expand or close a grandchild form.
  new window icon to open a child form in a new window.
  more info icon to see more information about the a record on the child form.
  linked headings to sort the records.
  refresh the data in the form.
  export the data to a quick report for download.