Child records can be created by going to a parent record (Prospect), General tab, Subcustomer subtab, and click any of the following buttons: New Sublead, New Subprospect, New Subcustomer.
Users can set a different custom form for child records via workflow:
- Create a new workflow
- Record Type: Customer
- Sub Types: Prospect
- Release Status: Testing
- On Create: checked
- Create State 1
- Click New Action and select Set Field Value
- Trigger On: Before User Edit
- Field: Custom Form (Customer)
- Static Value: checked (select a specific custom form on Selection dropdown list)
- Condition: Parent Is Not Empty And Custom Form (Customer) != <custom form>
- Click Save
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