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  • #4989
    Brendan
    Keymaster

    Hello Steve,

    This sounds like a job for the Link to Form field type. You would create two forms. Clients and Payments. The Clients form would contain all the client details plus a link to the Payments form. The Payments form would have a date and a payment amount and possibly a name and description and photo if you want. The Clients “payments” field would be a one-to-many link type. You wouldn’t want to share payments between clients, so that’s why you use the one-to-many link type.

    Then, you would create all your client records, then for each client you’ll see the “payments” field all starting with 0 records. Tapping on that would take you to an empty list of payments. Tap the + button to create the payment for that user. The date could be filled in for you automatically if you set that as a default option for your date field.

    Then, for the Payments form, set the form-level Calculation to compute the Total of the “payment amount” field. Then when you view a particular client and tap on the “payments” field, you’ll see a list of all their payments and the bottom of the record list will show you the total payments received from that specific client.

    Then, on the top-level of the Payments form you’ll just see a whole bunch of payments from various clients, but you won’t really know which client the payments were from because there’s no back-link functionality (yet). However, at the bottom of the records list view of the Payments form, you’ll see the Total (Payment Amount) which will be your grand total of the payments received from every client.

    I hope that makes a bit of sense anyway.

    Thanks!

    Brendan

    #4965
    Brendan
    Keymaster

    Hello Joe,

    Pick Lists are just a way of typing in a value by picking the value from a list. No magic there. Linked forms are a way to connect one form to another. In your example, you might have a Customer form with their first name, last name, address, phone number, and a link to form field connecting to a Calls form. Your Calls form might have a call date, a notes field, and maybe a call duration field (or a end time field) and a calculation field which calculates the duration of the call [End time – Start Time].

    The above example uses a “One to Many” link type. One contact has many calls. Makes sense, eh?

    An example of a Many to Many link type would be if your Customer had a link to a Products form. The Products form could contain many products with their name, description, price, etc. The products field on the Customer form when tapped could show the list of products that specific customer typically buys. Instead of having to add a new product for each customer, you could tap the checkmark button at the top-right and select from any of the records you’ve already added to the Products form.

    Hope those examples make it a bit more clear of the differences between linked forms and pick lists.

    Thanks!

    Brendan

    #4802
    Brendan
    Keymaster

    Interesting, it looks like Memto is very similar to Tap Forms. Although only from the description. They have 19 fields, I have 19 fields. Hmmm….

    So a separate password per form? Would that be overkill? Imagine 10 forms and 10 different passwords to remember. You’d need a form in Tap Forms to keep track of all your form passwords! :-)

    Thanks!

    Brendan

    Anonymous
    Inactive

    please help to implement form record filtering feature like “calculated filed” used in HANDbase.

    use this feature for filtering form to generate a new form or change display list of a form.


    reference of HANDbase “calculated filed” description

    Calculated Fields – Lets you perform operations on other fields or constant numbers. The operation is as follows: [Value1] [Operation] [Value2] = Field in [Result Format] When selected, the following options appear:

    Visible: Check if you want this field to be visible on the Edit Record Screen. Uncheck if you wish to hide it on the Edit Record Screen.

    Export/Print: Check if you want this field to be exported to the memo pad or printed when any of these options are selected: Export Record or Records, Print Record or Records, from the Edit Record or the Main screen., respectively. Uncheck if you don’t wish to export or print this field.

    Pixels Shown: Choose the number of pixels in width that will be shown on the Main Screen. There are a maximum of 160 pixels in width on the screen, so this is the maximum value this can be. Setting to 0 will hide this field on the Main screen.

    Value 1: Choose the field to use as the first operand. If No field is selected, the constant value written to the right of the words No field is used as the operand. This constant must be either an Integer or Floating point value, although if a field is selected, nearly any field type can be used.

    Prev Rec: Check if you want the value for this operand to be taken from the record previous to this record in the sorted order. This is useful for creating running totals, balances, etc. Keep this box unchecked if you wish to take the value from this very record. This option will only display if you have a field selected to the left (ie, the No field option does not apply) NOTE: New records are added to the end until they are saved.

    Operation: Choose the operation you wish to perform on the two operands. The current choices are:

    +: Add the values.

    -: Subtract Value2 from Value1.

    *: Multiply the value.

    /: Divide Value1 by Value2

    Min: Minimum (smallest value) of Value1 and Value2.

    Max: Maximum (largest value) of Value1 and Value2.

    Average: Average of Value1 and Value2.

    Value 2: Choose the field to use as the second operand. If No field is selected, the constant value written to the right of the words “No field” is used as the operand. This constant must be either an Integer or Floating point value, although if a field is selected, nearly any field type can be used.

    Prev Rec: Check if you want the value for this operand to be taken from the record previous to this record in the sorted order. This is useful for creating running totals, balances, etc. Keep this box unchecked if you wish to take the value from this very record. This option will only display if you have a field selected to the left (ie, the No field option does not apply) NOTE: New records are added to the end until they are saved.

    Result Format: Choose the output format of the calculation result. The current choices are:

    To 4 Decimal Places: The output is a floating point value, showing 4 decimal places.

    Integer: The output is a numeral.

    Time: The output is a time in the format HH:MM:SS. NOTE: The translation to time is the number of seconds into the day.

    Date: The output is a time of the format MM/DD/YY. NOTE: The translation to date is the number of days since January 1st, 1904.

    To 3 Decimal Places: The output is a floating point value, showing 3 decimal places.

    To 2 Decimal Places: The output is a floating point value, showing 2 decimal places.

    To 1 Decimal Place: The output is a floating point value, showing 1 decimal place.

    #3402
    ndroste
    Participant

    Hi,

    I’ve made a form I’m using as a master for a questionnaire, which links to 3 ‘one to many’ linked forms.

    If I select “delete all records” for these linked forms in the main form selector page, the ‘link to form’ fields in the master form are broken, and I have to re-select the linked form in the customise form section.

    However, if I delete the records from within the form (ie: while entering data, though the master form) the records will be deleted but the link remains intact.

    Apologies for the convoluted description. Just wondering if you were aware of this/ fixing it…

    Cheers, Nic.

    #4573

    In reply to: import hangs

    Anonymous
    Inactive

    Hello Brendan,

    My device is not jailbroken, and has nothing special about it.

    I installed Tap Forms Lite 2.0.2 on a new iPad 2, Wifi only version and see the same behavior. Here is a more detailed reproduction description, this time done with the same steps on the iPad 2:

    Forms page, tap +

    Select A Form, tap New

    New Form – tap Form Name

    New Form Name – enter xyzzy on keyboard

    New Form Name – tap Save

    New Form – tap Add a Field

    New Field – tap Field Title

    New Title – enter f1 on keyboard

    New Title – tap Save

    Edit Field – tap New Form

    New Form – tap Select A Form

    Select A Form – scroll down to bottom and tap xyzzy

    Edit Record – tap f1

    Edit Value – enter abc

    Edit Value – tap Save

    Edit Record – tap Forms

    Forms – tap xyzzy

    xyzzy – tap the Actions icon

    Actions menu popup – tap Export Records

    An popup is seen which says Exporting Records, and dismisses itself

    Export Complete popup reports “Your CSV file is now available …” – tap OK

    Forms – tap the Actions icon

    Actions menu popup – tap Import Records

    Files – tap Exports folder

    Exports – tap xyzzy.csv

    Import File – reports 13 bytes, 1 rows – tap Import

    Importing File popup 1 of 1 appears, and dismisses itself.

    Screen dims and hangs.

    I time out waiting for this after a minute, and press the home hardware button, which switches out the app. Re-entering the TapForms

    Import Complete popup appears reporting that the file was imported successfully – tap OK

    Forms (showing 2 records in form xyzzy) – tap xyzzy

    xyzzy – shows two records

    David

    #4501
    GadgetLady
    Participant

    Okay, hopefully this can be corrected. Nice effort, though. But for now, I can’t take advantage of it. I have 250 subscription customers. For each customer, I set up a reminder 1 week prior to their expiration date. This reminder was to prompt me to send an email, asking if the customer wants to renew their subscription. Besides the fact that setting up the alerts was very time consuming, if I have a problem with one customer’s alert continuing to fire when it’s no longer needed, then clearing the other 249 alerts to get rid of the offending one is not an option.

    #4451
    iK.vin
    Participant

    Hi Brendan,

    Thanks for your speedy response on another post (Wow).

    Thought I also tag along here to express my views about wishful features.

    (1) two way sync between iPad, iPhone version (also Mac version later on?) on database so common data / forms / preferences across the account on all devices.

    (2) (hope I can describe it properly) if 2 forms are linked with a common “key”, the ability to auto-populate the form as soon as the “key” is being typed in. Example: Form A is the “error code table” with 2 fields, “error code” and “error description”. Form B is “Action Report” with 3 fields, “error code”, “error description”, “action”. Form A and Form B are linked via the common key “error code”. Assume Form A is predifined and complete. Form B is what i use when i work in the field. If I typed an error code in Form B’s new record, I want the field “error description” in Form B to auto-populate so I can save time and jump straight to typing “action”. This helps me to fill in Form B quicker when I’m inputting data. I hope I make sense.

    #4429
    javelin200
    Participant

    Hi Brendan,

    Thanks for considering this option. This would really help in being able to make a “mobile” copy of a database on our computers. Currently, I can easily get the data into tapforms, but I can’t sync the data back easily because of the tags. I’m sure there’s an easy way with apple script or macros or something to strip the headers of the tags, but I’m not much of a programmer. A field in the export options such as “export without header tags” would be fantastic. Thanks for all your hard work!!

    #4246
    RampantBadger
    Participant

    New here (still researching the use of this program), but I saw this thread while reading through the forum. I’m not sure if a solution has been implemented yet,but from your description it sounds like the blank (“”) versus NULL issue. When you imported your data from the CSV file, the db inserted the blank fields “” into that column. However, when you added records by hand, and no entry was made into that field, the database left the value as NULL, which is different and accounts for the sort difference, e.g.

    sqlite> create table test2 (a text, b text);

    sqlite> insert into test2 (a,b) values(NULL, “Test 1”);

    sqlite> insert into test2 (a,b) values(“”, “Test 2”);

    sqlite> insert into test2 (a,b) values(NULL, “Test 3”);

    sqlite> insert into test2 (a,b) values(“”, “Test 4”);

    sqlite> select * from test2;

    |Test 1

    |Test 2

    |Test 3

    |Test 4

    sqlite> select * from test2 order by a;

    |Test 1

    |Test 3

    |Test 2

    |Test 4

    Keep up the good work!

    #3822

    In reply to: More than one view

    Brendan
    Keymaster

    Yes, I agree. I wish there was a calendar API. That would be fantastic. But I have been considering subscribing to one of the push notification services. I’d have to pay a monthly fee for that though so I’d probably add it as an in-app subscription service into Tap Forms.

    Thanks,

    Brendan

    Jay Jennings
    Participant

    I like how you can go from record to record by swiping. I’m wondering about the possibility of having that happen when you’ve drilled down into a field.

    For example, if I’m reading the Description field of record 1 and swipe right-to-left, I should be looking at the Description field of record 2.

    Being able to scan through a bunch of records like that could be very handy. Especially for fields that hold pictures, etc.

    Just something to think about since I know you’re drawing a blank on what to add next. =;)

    Jay Jennings

    #3765

    In reply to: Tap Forms – Security

    DeltaFalcon
    Participant

    Yes that does, and my interest has gone up quite a few points. :)

    Is it still possible to have a feature that would allow Tap Forms to destroy the data should either of the password features attempt to be bruteforced? It’s certainly something that I would use as I’d rather Tap Forms wipe itself and me lose information than for someone to figure out the key and have access to it.

    A more descriptive front page would be great too. :P

    Cheers.

    #3754
    rjpackard
    Participant

    Purrfect! Very good. Look forward to it’s arrival. May just wait for it to come out. The CSV files you export load just fine in Office, even with the commas in description text.

    Cheers!

    Ron

    #2995
    rjpackard
    Participant

    Currently I’m using Tap Forms to keep track of my time records and it’s WONDERFUL. All the Executives at our company are eyeing the app with envious eyes, because they want support for IPhone based time records. Tap Forms is bound to be the solution. Currently everyone at the company must enter their time records in front of a computer (and remote users have never had a good solution). They really like to write up their hours on the IPhone everywhere from the plane, the car, the pot, you name it. Usually they add a notepad entry and email the text file to a receptionist who copies and pastes the records in the office database system (it uses Access front end and SQL Server backend).

    Unfortunately the TapForms syncing option can’t work because none of the users are technically savvy enough to do it. What they can all do is simply email the CSV file to a collection email, very easy. I’m writing a bit of a java application to parse, de-duplicate, and then mass-import the records into the SQL server database. I’m almost done. Just a minor inconvenience – tap forms doesn’t place a comma after each record and before each new Tap Forms form entry ID. My last field in the set is a description of work that is a note. Simply having a return doesn’t work since the users often place returns in the description text. Also the whole email message seems to be formatted to a certain width. Can that setting be removed for better flow?

    All in all kudos for a great software product!

Viewing 15 results - 2,596 through 2,610 (of 2,612 total)
 
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