Advanced Features

Related object sections

Related object sections let you collect data for multiple Attio objects in a single form. For example, you can build a form that creates both a Company record and a Person record, linking them together automatically.

Use related object sections when your form needs to:

  • Create a Person and a Company in one submission
  • Collect product details alongside a deal entry
  • Gather contact information while creating an organisation record
  1. In the form builder, click the + Related Object button (below the field list)
  2. Select the Attio object you want to add (e.g. People, Companies)
  3. Choose the link attribute — this is the record reference attribute that connects the two objects
  4. Choose the link direction:

- Related to parent — the new related record will be linked to the parent record (e.g. Person linked to Company) - Parent to related — the parent record will be linked to the new related record

  1. Optionally set a section label (e.g. "Contact details") that appears as a divider on the form

How it works

When the form is submitted:

  1. The parent object record is created or updated first
  2. Each related object record is created or updated
  3. The records are linked together via the configured link attribute

Fields from related objects appear in the same field list as the parent object fields. They are color-coded with a badge showing which object they belong to (e.g. a blue badge for Person, a purple badge for Product Feedback).

You can:

  • Reorder related object fields alongside parent fields
  • Configure visibility, required state, labels, and help text
  • Set hidden default values
  • Apply conditional logic rules
  • Use answer piping between parent and related fields (use the namespaced slug, e.g. {{people.name}})

Click the trash icon next to the section label in the builder to remove a related object section and all its fields.

Tips

  • The link attribute must be a record reference field on one of the two objects
  • Related object records support the same duplicate detection as the parent (email for People, domain for Companies)
  • You can add multiple related object sections to a single form

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