Hello everyone,
Is there a way to link a form using two criteria?
Here’s what I mean:
Let’s say you have a form called “Invoice”. It contains three fields:
Date
Amount
Paid
Now I would like to place this form under a customer. That part works fine, because when I create a new payment, Tap Forms automatically handles the linking.
However, I would like to include this form twice:
Once for “Payment pending”
Once for “Invoice paid”
As soon as the “Paid” field is checked, the entry should appear in the second subform. In principle, this would require two conditions:
The customer
“Paid” is set or not
Currently, I’m working around this by using a script to read and reassign the data, but that means I have to delete one record and recreate it in the other place. In theory, this could be solved more cleanly with an additional “AND” condition, without moving data around.
Thanks in advance for any suggestions—or for pointing out what I might be doing wrong.
Best regards,
Steve
If you have two criteria for a join relationship, you could use a calculation field to combine them (eg, [crit1]+”-“+[crit2]) and then use that to link your forms.
Cheers, Daniel
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See https://lab.danielleu.com/tapformspro/ for scripts and tips&tricks
Hi Daniel,
ok but that does not work. When using a calculation field u get one new Crit but nly in one Form. I need one Crit to pre filter the Records (that is what makes Tap forms automatically, wenn the Data is written directly to the sub form, but I need to get the Data in the second form, that checks the paid field too) when I use the calculate Methode, I do not geht the Record out out the first form automatically to the second form
Nice eventing
Steve
wait I think I get what you say.
I need to calculate fields. on in each form. and that creat a new recordID for example Nrec123456789 and Prec123456789 and to filter after these too….
Thanks that might work I’ll try it
Steve
Hi Daniel, the idea is great, if it is only to check, if the Join critics are as simple as in my example,
but if you want for example to separate it with Day of the payment too, than your idea will not work as easy as it seems, there it would really be easier to have the possibility to somehow use a “AND” in the joins :)
C ya
Steve
Hi Steve,
Well Daniel’s idea is like having an AND in the joins.
But there’s no separate filtering available on the Join tables themselves if that’s what you’re looking for.
Hi Brendan,
ok I found a work around using Daniels Idea:
1. When creating the Entrys, there is a new field, which ist written by a script having all Data to separate the Entrys in it,
2. the parent Form has two new field too, which are created by a script and are used for the join criteria.
The only manko about this is, that you have to go to the subform and change Data there, so that the script there can rewrite the field. When changing the record in the parent form the script in the subforms seems not to run. but I can live with that :)
Thanks for the help you two
Steve
Great that you found a solution, Steve.
You could try to run subformRecord.refreshCalculations() in your script.
Cheers, Daniel
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See https://lab.danielleu.com/tapformspro/ for scripts and tips&tricks
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