diff --git a/app/controllers/api/v2/children_controller.rb b/app/controllers/api/v2/children_controller.rb
index c869ef4ff9..1bb13700f3 100644
--- a/app/controllers/api/v2/children_controller.rb
+++ b/app/controllers/api/v2/children_controller.rb
@@ -16,8 +16,8 @@ def traces
   alias select_updated_fields_super select_updated_fields
   def select_updated_fields
     changes = @record.saved_changes_to_record.keys
-    @updated_field_names = select_updated_fields_super + @record.current_care_arrangements_changes(changes)
-    @updated_field_names << 'family_details_section' if @record.family&.family_members_changed?
+    @updated_field_names = select_updated_fields_super + @record.current_care_arrangements_changes(changes) +
+                           @record.family_changes(changes)
   end
 
   def create_family
diff --git a/app/javascript/components/record-form/components/record-form/component.jsx b/app/javascript/components/record-form/components/record-form/component.jsx
index a3d32e2289..f07bb6c4ba 100644
--- a/app/javascript/components/record-form/components/record-form/component.jsx
+++ b/app/javascript/components/record-form/components/record-form/component.jsx
@@ -13,19 +13,14 @@ import PageContainer from "../../../page";
 import LoadingIndicator from "../../../loading-indicator";
 import { clearSelectedRecord, fetchRecord, saveRecord, setSelectedRecord } from "../../../records";
 import { RECORD_TYPES, RECORD_TYPES_PLURAL, REFERRAL } from "../../../../config";
-import { getIsProcessingSomeAttachment, getLoadingRecordState, getSelectedRecord } from "../../../records/selectors";
+import { getIsProcessingSomeAttachment, getLoadingRecordState } from "../../../records/selectors";
 import { clearRecordAttachments, fetchRecordsAlerts } from "../../../records/action-creators";
 import useIncidentFromCase from "../../../records/use-incident-form-case";
 import SaveAndRedirectDialog from "../../../save-and-redirect-dialog";
 import { fetchReferralUsers } from "../../../record-actions/transitions/action-creators";
 import { SERVICES_SUBFORM } from "../../../record-actions/add-service/constants";
 import { getLoadingState, getErrors, getSelectedForm } from "../../selectors";
-import {
-  clearDataProtectionInitialValues,
-  clearValidationErrors,
-  setPreviousRecord,
-  setSelectedForm
-} from "../../action-creators";
+import { clearDataProtectionInitialValues, clearValidationErrors, setPreviousRecord } from "../../action-creators";
 import Nav from "../../nav";
 import { RecordForm, RecordFormToolbar } from "../../form";
 import css from "../../styles.css";
@@ -60,7 +55,6 @@ const Component = ({
 }) => {
   let submitForm = null;
   const mobileDisplay = useMediaQuery(theme => theme.breakpoints.down("sm"));
-  const [selectedRecordChanged, setSelectedRecordChanged] = useState(false);
 
   const { state: locationState } = useLocation();
   const history = useHistory();
@@ -91,7 +85,6 @@ const Component = ({
   const loadingRecord = useMemoizedSelector(state => getLoadingRecordState(state, params.recordType));
   const errors = useMemoizedSelector(state => getErrors(state));
   const selectedForm = useMemoizedSelector(state => getSelectedForm(state));
-  const selectedRecord = useMemoizedSelector(state => getSelectedRecord(state, params.recordType));
   const isProcessingSomeAttachment = useMemoizedSelector(state =>
     getIsProcessingSomeAttachment(state, params.recordType)
   );
@@ -245,19 +238,6 @@ const Component = ({
     }
   }, [selectedForm]);
 
-  useEffect(() => {
-    if (params.id && selectedRecord && selectedRecord !== params.id && containerMode.isShow) {
-      setSelectedRecordChanged(true);
-    }
-  }, [selectedRecord, containerMode.isShow, params.id]);
-
-  useEffect(() => {
-    if (selectedRecordChanged && containerMode.isShow && firstTab) {
-      dispatch(setSelectedForm(firstTab.unique_id));
-      setSelectedRecordChanged(false);
-    }
-  }, [selectedRecordChanged, containerMode.isShow, firstTab]);
-
   const transitionProps = {
     fetchable: isNotANewCase,
     isReferral: REFERRAL === selectedForm,
@@ -332,6 +312,7 @@ const Component = ({
               formNav={formNav}
               handleToggleNav={handleToggleNav}
               isNew={containerMode.isNew}
+              isShow={containerMode.isShow}
               mobileDisplay={mobileDisplay}
               recordType={params.recordType}
               selectedForm={selectedForm}
@@ -339,6 +320,7 @@ const Component = ({
               toggleNav={toggleNav}
               primeroModule={selectedModule.primeroModule}
               hasForms={hasForms}
+              recordId={params.id}
               formikValuesForNav={formikValuesForNav}
             />
           </div>
diff --git a/app/javascript/components/record-form/form/record-form.jsx b/app/javascript/components/record-form/form/record-form.jsx
index 647690343e..8b27c62045 100644
--- a/app/javascript/components/record-form/form/record-form.jsx
+++ b/app/javascript/components/record-form/form/record-form.jsx
@@ -80,7 +80,11 @@ const RecordForm = ({
     const redirectToIncident = RECORD_TYPES.cases === recordType ? { redirectToIncident: false } : {};
 
     if (record) {
-      const recordFormValues = { ...initialValues, ...record.toJS(), ...redirectToIncident };
+      const recordFormValues = {
+        ...(mode.isNew ? constructInitialValues(forms.values()) : {}),
+        ...record.toJS(),
+        ...redirectToIncident
+      };
 
       const subformValues = sortSubformValues(recordFormValues, forms.values());
 
diff --git a/app/javascript/components/record-form/form/record-form.unit.test.js b/app/javascript/components/record-form/form/record-form.unit.test.js
index be76e5bea9..686838172a 100644
--- a/app/javascript/components/record-form/form/record-form.unit.test.js
+++ b/app/javascript/components/record-form/form/record-form.unit.test.js
@@ -4,7 +4,7 @@ import { TextField as MuiTextField } from "formik-material-ui";
 
 import { NUMERIC_FIELD } from "../constants";
 import { getRecordForms } from "../selectors";
-import { RECORD_TYPES } from "../../../config";
+import { RECORD_TYPES, CASES } from "../../../config";
 import { setupMountedComponent, stub } from "../../../test";
 import { FieldRecord, FormSectionRecord } from "../records";
 
@@ -306,6 +306,86 @@ describe("<RecordForm />", () => {
     });
   });
 
+  describe("when an record exists", () => {
+    const initialStateRecordExists = Map({
+      forms: Map({
+        formSections: Map({
+          1: FormSectionRecord({
+            id: 1,
+            name: {
+              en: "Form Section 1"
+            },
+            unique_id: "form_section_1",
+            module_ids: ["some_module"],
+            visible: true,
+            is_nested: false,
+            parent_form: RECORD_TYPES.cases,
+            fields: [1, 2, 3]
+          })
+        }),
+        fields: Map({
+          1: FieldRecord({
+            id: 1,
+            name: "field_1",
+            display_name: {
+              en: "Field 1"
+            },
+            type: TEXT_FIELD_NAME,
+            required: true,
+            visible: true
+          }),
+          2: FieldRecord({
+            id: 2,
+            name: "field_2",
+            display_name: {
+              en: "Field 2"
+            },
+            type: TEXT_FIELD_NAME,
+            visible: true,
+            selected_value: "field_2_value"
+          }),
+          3: FieldRecord({
+            id: 3,
+            name: "field_age",
+            display_name: {
+              en: "Field Age"
+            },
+            type: NUMERIC_FIELD,
+            visible: true
+          })
+        })
+      })
+    });
+    const queryRecordExists = {
+      recordType: RECORD_TYPES.cases,
+      primeroModule: "some_module"
+    };
+    const formsRecordsEdit = getRecordForms(initialStateRecordExists, queryRecordExists);
+
+    const recordValues = { age: "4", name_first: "test" };
+
+    it("should set the values for the case selected", () => {
+      const { component: fromCaseComponent } = setupMountedComponent(RecordForm, {
+        bindSubmitForm: () => {},
+        forms: formsRecordsEdit,
+        handleToggleNav: () => {},
+        mobileDisplay: false,
+        mode: { isNew: false, isEdit: true, isShow: false },
+        onSubmit: () => {},
+        record: fromJS(recordValues),
+        recordType: CASES,
+        selectedForm: "form_section_1",
+        incidentFromCase: {},
+        externalComponents: () => {},
+        setFormikValuesForNav: () => {}
+      });
+
+      expect(fromCaseComponent.find(FormikForm).props().values).to.deep.equal({
+        ...recordValues
+      });
+    });
+  });
+
   it("renders component with valid props", () => {
     const incidentsProps = { ...component.find(RecordForm).props() };
 
diff --git a/app/javascript/components/record-form/nav/component.jsx b/app/javascript/components/record-form/nav/component.jsx
index 5a7335abf5..5a145ef628 100644
--- a/app/javascript/components/record-form/nav/component.jsx
+++ b/app/javascript/components/record-form/nav/component.jsx
@@ -11,6 +11,7 @@ import { useI18n } from "../../i18n";
 import { INCIDENT_FROM_CASE, RECORD_INFORMATION_GROUP, RECORD_TYPES, RECORD_OWNER } from "../../../config";
 import {
   getIncidentFromCaseForm,
+  getPreviousRecordType,
   getRecordFormsByUniqueId,
   getRecordInformationFormIds,
   getValidationErrors
@@ -33,8 +34,10 @@ const Component = ({
   hasForms,
   handleToggleNav,
   isNew,
+  isShow,
   mobileDisplay,
   recordType,
+  recordId,
   selectedRecord,
   toggleNav,
   primeroModule,
@@ -47,6 +50,7 @@ const Component = ({
 
   const [open, setOpen] = useState("");
   const [previousGroup, setPreviousGroup] = useState("");
+  const [selectedRecordChanged, setSelectedRecordChanged] = useState(false);
 
   const incidentFromCaseForm = useMemoizedSelector(state =>
     getIncidentFromCaseForm(state, { recordType, i18n, primeroModule })
@@ -66,6 +70,8 @@ const Component = ({
   const recordInformationFormIds = useMemoizedSelector(state =>
     getRecordInformationFormIds(state, { recordType: RECORD_TYPES[recordType], primeroModule })
   );
+  const previousRecordType = useMemoizedSelector(state => getPreviousRecordType(state));
+  const selectedRecordId = useMemoizedSelector(state => getSelectedRecord(state, recordType));
 
   const formGroupLookup = useOptions({
     source: buildFormGroupUniqueId(primeroModule, RECORD_TYPES[recordType].replace("_", "-"))
@@ -161,6 +167,25 @@ const Component = ({
     }
   }, [history.action, firstSelectedForm?.form_group_id]);
 
+  useEffect(() => {
+    if (recordId && selectedRecordId && selectedRecordId !== recordId && isShow) {
+      setSelectedRecordChanged(true);
+    }
+  }, [selectedRecord, isShow, recordId]);
+
+  useEffect(() => {
+    if (selectedRecordChanged && isShow && firstTab) {
+      dispatch(setSelectedForm(firstTab.unique_id));
+      setSelectedRecordChanged(false);
+    }
+  }, [selectedRecordChanged, isShow, firstTab]);
+
+  useEffect(() => {
+    if (firstTab && recordType && previousRecordType && recordType !== previousRecordType) {
+      dispatch(setSelectedForm(firstTab.unique_id));
+    }
+  }, [recordType, previousRecordType, firstTab]);
+
   const drawerClasses = { paper: css.drawerPaper };
 
   if (!formNav) return null;
@@ -217,8 +242,10 @@ Component.propTypes = {
   handleToggleNav: PropTypes.func.isRequired,
   hasForms: PropTypes.bool,
   isNew: PropTypes.bool,
+  isShow: PropTypes.bool,
   mobileDisplay: PropTypes.bool.isRequired,
   primeroModule: PropTypes.string,
+  recordId: PropTypes.string,
   recordType: PropTypes.string,
   selectedForm: PropTypes.oneOfType([PropTypes.string, PropTypes.number]),
   selectedRecord: PropTypes.string,
diff --git a/app/javascript/components/record-form/selectors.js b/app/javascript/components/record-form/selectors.js
index 76f8db8687..567cdf5817 100644
--- a/app/javascript/components/record-form/selectors.js
+++ b/app/javascript/components/record-form/selectors.js
@@ -530,6 +530,10 @@ export const getShouldFetchRecord = (state, { id, recordType }) => {
   return !state.getIn([NAMESPACE, "previousRecord"], fromJS({})).equals(fromJS({ id, recordType }));
 };
 
+export const getPreviousRecordType = state => {
+  return state.getIn([NAMESPACE, "previousRecord", "recordType"]);
+};
+
 export const getWritableFields = createCachedSelector(
   (state, query) => getRecordForms(state, { ...query, writable: true, checkPermittedForms: true }),
   formSections => formSections.flatMap(formSection => formSection.fields)
diff --git a/app/javascript/components/record-form/selectors.unit.test.js b/app/javascript/components/record-form/selectors.unit.test.js
index a67433b143..41a04ed028 100644
--- a/app/javascript/components/record-form/selectors.unit.test.js
+++ b/app/javascript/components/record-form/selectors.unit.test.js
@@ -1319,4 +1319,14 @@ describe("<RecordForm /> - Selectors", () => {
       ).to.deep.equals(fromJS(["name_first"]));
     });
   });
+
+  describe("getPreviousRecordType", () => {
+    it("returns the previousRecordType", () => {
+      const stateWithPreviousRecord = fromJS({
+        forms: { previousRecord: { id: "001", recordType: "cases" } }
+      });
+
+      expect(selectors.getPreviousRecordType(stateWithPreviousRecord)).to.equals("cases");
+    });
+  });
 });
diff --git a/app/models/child.rb b/app/models/child.rb
index 41f1833528..9b93bc15b0 100644
--- a/app/models/child.rb
+++ b/app/models/child.rb
@@ -221,6 +221,7 @@ def update_properties(user, data)
     self.family_id = data.delete('family_id') if data.key?('family_id')
     self.registry_record_id = data.delete('registry_record_id') if data.key?('registry_record_id')
     self.mark_for_reopen = @incidents_to_save.present?
+    update_family_data(data)
     super_update_properties(user, data)
   end
 
@@ -284,6 +285,12 @@ def display_id
     case_id_display
   end
 
+  def family_number
+    return super unless family.present?
+
+    family.family_number
+  end
+
   def day_of_birth
     return nil unless date_of_birth.is_a? Date
 
diff --git a/app/models/concerns/family_linkable.rb b/app/models/concerns/family_linkable.rb
index 7e1f07ae18..2c93a800f4 100644
--- a/app/models/concerns/family_linkable.rb
+++ b/app/models/concerns/family_linkable.rb
@@ -11,14 +11,13 @@ module FamilyLinkable
     before_save :associate_to_family
     before_save :update_family_members
     after_save :associate_family_member
-    after_save :update_family
+    after_save :save_family
   end
 
   def stamp_family_fields
     return unless changes_to_save.key?('family_id')
 
     self.family_id_display = family&.family_id_display
-    self.family_number = family&.family_number
   end
 
   def associate_to_family
@@ -39,11 +38,15 @@ def associate_family_member
     end
   end
 
-  def update_family
+  def update_family_data(child_data)
     return unless family.present?
 
-    family.family_number = family_number if saved_changes_to_record.keys.include?('family_number')
-    return unless family.has_changes_to_save?
+    changed_family_fields = FamilyLinkageService::GLOBAL_FAMILY_FIELDS & child_data.keys
+    changed_family_fields.each { |field| family.data[field] = child_data.delete(field) }
+  end
+
+  def save_family
+    return unless family.present? && family.has_changes_to_save?
 
     family.save!
   end
@@ -84,4 +87,18 @@ def find_family_detail(family_detail_id)
   def family_members
     (family&.family_members || []).reject { |member| member['unique_id'] == family_member_id }
   end
+
+  def family_changes(changes)
+    return [] unless family.present?
+
+    changes ||= saved_changes_to_record.keys
+    if changes.include?('family_id_display')
+      return FamilyLinkageService::GLOBAL_FAMILY_FIELDS + ['family_details_section']
+    end
+
+    field_names = []
+    field_names << 'family_details_section' if family.family_members_changed?
+    field_names += FamilyLinkageService::GLOBAL_FAMILY_FIELDS & family.saved_changes_to_record.keys
+    field_names
+  end
 end
diff --git a/app/services/record_data_service.rb b/app/services/record_data_service.rb
index ed9b0f7740..a5fa8f3ea3 100644
--- a/app/services/record_data_service.rb
+++ b/app/services/record_data_service.rb
@@ -98,7 +98,6 @@ def embed_family_info(data, record, selected_field_names)
 
     data['family_id'] = record.family_id if selected_field_names.include?('family_id')
     data['family_member_id'] = record.family_member_id if selected_field_names.include?('family_member_id')
-    data['family_number'] = record.family_number if selected_field_names.include?('family_number')
     data = embed_family_details(data, record, selected_field_names)
     embed_family_details_section(data, record, selected_field_names)
   end
diff --git a/config/version.rb b/config/version.rb
index f8d7ce0316..d83e9e2e71 100644
--- a/config/version.rb
+++ b/config/version.rb
@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 class Primero::Application
-  VERSION = '2.7.0'
+  VERSION = '2.8.0-rc1'
 end
diff --git a/db/configuration/users/roles.rb b/db/configuration/users/roles.rb
index dc183134e4..28935dd99a 100644
--- a/db/configuration/users/roles.rb
+++ b/db/configuration/users/roles.rb
@@ -156,7 +156,9 @@ def create_or_update_role(role_hash)
       Permission::ENABLE_DISABLE_RECORD,
       Permission::REOPEN,
       Permission::CLOSE,
-      Permission::VIEW_PHOTO
+      Permission::VIEW_PHOTO,
+      Permission::VIEW_FAMILY_RECORD,
+      Permission::LINK_FAMILY_RECORD
     ]
   ),
   Permission.new(
@@ -367,7 +369,9 @@ def create_or_update_role(role_hash)
       Permission::DISPLAY_VIEW_PAGE,
       Permission::INCIDENT_DETAILS_FROM_CASE,
       Permission::VIEW_PHOTO,
-      Permission::CASE_FROM_FAMILY
+      Permission::CASE_FROM_FAMILY,
+      Permission::VIEW_FAMILY_RECORD,
+      Permission::LINK_FAMILY_RECORD
     ]
   ),
   Permission.new(
@@ -537,7 +541,9 @@ def create_or_update_role(role_hash)
       Permission::DISPLAY_VIEW_PAGE,
       Permission::RECEIVE_TRANSFER,
       Permission::VIEW_PHOTO,
-      Permission::CASE_FROM_FAMILY
+      Permission::CASE_FROM_FAMILY,
+      Permission::VIEW_FAMILY_RECORD,
+      Permission::LINK_FAMILY_RECORD
     ]
   ),
   Permission.new(
diff --git a/spec/requests/api/v2/children_controller_spec.rb b/spec/requests/api/v2/children_controller_spec.rb
index 8d7c29536e..bb2603e49d 100644
--- a/spec/requests/api/v2/children_controller_spec.rb
+++ b/spec/requests/api/v2/children_controller_spec.rb
@@ -173,7 +173,9 @@
       }
     )
     @family3 = Family.create!(data: { family_number: '003', family_name: 'FamilyTest' })
-    @family4 = Family.create!(data: { family_number: '004', family_name: 'FamilyTest2' })
+    @family4 = Family.create!(
+      data: { family_number: '004', family_size: 2, family_notes: 'NotesFamilyTest2', family_name: 'FamilyTest2' }
+    )
     @family5 = Family.create!(
       data: {
         family_number: '005',
@@ -973,6 +975,8 @@
           params = {
             data: {
               family_number: '002',
+              family_size: 5,
+              family_notes: 'Family002Notes',
               family_details_section: [
                 {
                   unique_id: member2_unique_id,
@@ -992,6 +996,8 @@
 
           expect(response).to have_http_status(200)
           expect(json['data']['family_number']).to eq('002')
+          expect(json['data']['family_size']).to eq(5)
+          expect(json['data']['family_notes']).to eq('Family002Notes')
           expect(json['data']['family_details_section']).to eq(
             [
               {
@@ -1020,6 +1026,8 @@
             ]
           )
           expect(family.family_number).to eq('002')
+          expect(family.family_size).to eq(5)
+          expect(family.family_notes).to eq('Family002Notes')
           expect(family.family_members).to eq(
             [
               {
@@ -1092,7 +1100,7 @@
       end
     end
 
-    it 'links an existing record to a family' do
+    it 'links an existing record to a family and returns global fields' do
       login_for_test(
         permissions: [
           Permission.new(resource: Permission::CASE, actions: [Permission::WRITE, Permission::LINK_FAMILY_RECORD])
@@ -1107,6 +1115,9 @@
       expect(response).to have_http_status(200)
       expect(json['data']['id']).not_to be_empty
       expect(json['data']['family_id']).to eq(@family4.id)
+      expect(json['data']['family_number']).to eq(@family4.family_number)
+      expect(json['data']['family_size']).to eq(@family4.family_size)
+      expect(json['data']['family_notes']).to eq(@family4.family_notes)
       expect(json['data']['family_member_id']).to eq(@family4.family_members[0]['unique_id'])
       expect(@family4.family_members[0]['unique_id']).not_to be_empty
       expect(@family4.family_members[0]['relation_name']).to eq(@case9.name)
diff --git a/spec/support/fake_devise_login.rb b/spec/support/fake_devise_login.rb
index 31eff2fd98..568ad7da5a 100644
--- a/spec/support/fake_devise_login.rb
+++ b/spec/support/fake_devise_login.rb
@@ -42,8 +42,10 @@ module FakeDeviseLogin
         ]
       )
     ),
-    Field.new(name: 'registry_type', type: 'text_field', display_name_en: 'Registry Type'),
-    Field.new(name: 'family_number', type: 'text_field', display_name_en: 'Family Number')
+    Field.new(name: 'registry_type', type: Field::TEXT_FIELD, display_name_en: 'Registry Type'),
+    Field.new(name: 'family_number', type: Field::TEXT_FIELD, display_name_en: 'Family Number'),
+    Field.new(name: 'family_notes', type: Field::TEXT_FIELD, display_name_en: 'Family Notes'),
+    Field.new(name: 'family_size', type: Field::NUMERIC_FIELD, display_name_en: 'Family Size')
   ].freeze
 
   def permission_case