Display a Child Dialog Directly on the Parent Dialog

By default, when you insert a repeated dialog on its parent dialog, it creates a button which the user must click in order to answer the questions in the dialog. However, HotDocs can display the inserted dialog directly on its parent dialog so users can view—and answer—both dialogs without changing the view. The inserted dialog will appear on its parent dialog as a spreadsheet.

Any dialog elements in the inserted child dialog will not appear on the parent dialog.

The following is an example of a nested repeated dialog. The Book Information spreadsheet is inserted in the Author Information dialog, and both are displayed simultaneously.

To display a spreadsheet dialog on its parent

1. Edit the inserted dialog (or the dialog you want to appear as a spreadsheet on its parent dialog). (See Edit a Custom Dialog.) The Dialog Editor appears.
2. Click the Style drop-down button and select Spreadsheet on Parent.
3. Optionally, enter a number in the Rows to display field to control the number of viewable rows that appear in the dialog.
4. Click OK.