Follow the steps listed below to learn how to add links for users to create a new Tier 2 record for each Tier 1 record present in a report.

In our example, we'll link to a new Service Tracking record for each participant in our report. Once you've decided which Tier 2 form you want users to create records of from your report, navigate to it as though you're creating a new record.

Copy the URL on this page and paste it somewhere to refer to later, such as a Word document or Notepad.

In your report section, pull in the Record ID from the Tier 1 form that's connected to the Tier 2 form users will create new records for. For our report, this is the Participant Profile form.

Open the column properties and change the data style to Custom Text. Copy and paste the following custom expression into the box:

Replace the text in double quotations with the URL you copied previously (this should only change the form ID and parent ID), then replace the parent ID in the URL with the following text (including the single quotation marks):

As an example, this was our final custom numeric expression: