Accessing linked forms via Script and Button

[Melanie Schaaf]

Hello there,

I have recently switched from Tap Forms 5 to Tap Forms Pro.

While everything looks promising so far, there is an issue that I have not been able to solve.

I usually make my own Layouts in Tap Forms 5 and like to customize everything so it is not only visually pleasing but also easy to navigate.

Coming from Tap Forms 5 I always hated the look of linked forms in custom layouts. They are bulky, barely customizable in shape and color and jump out of the surrounding layout in a way that I find distracting.

In Tap Forms 5 I usually use a workaround:

I set the dimensions of the linked forms table very small, so that only the controls at the bottom of the field are visible. That lets me pick records to link or access them, but I don’t have to see the big white table in my parent layout. To display linked records in any parent form, I use a script that concatenates and displays values from the linked records. See screenshot for what that looked like in Tap Forms 5 you have the small linked form tables shrunk only to display the controls on the right and the values of linked records on the left.

In Tap Forms Pro, table fields of linked forms don’t really disappear anymore, when you make them really small, but part of the table always remains visible. Also, they seem to forget that you switched off their background color, so every time you re-open Tap Forms, they will appear with thick white frame in addition to the table portion that can not be hidden or changed in color (see second screenshot). It is annoying.

I have been wondering if there is a different workaround from the one I have been using, possibly by using scripting. I am just not that experienced in using Java Script. Is it even possible to embed a button in a form that lets you run a script and have that script take you to the linked records in that linked form?

Any help or ideas will be greatly appreciated!

Melanie

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[Daniel Leu]

Yes, you can use buttons to launch scripts using custom layout or universal layout. You can navigate to a child record as well and back.

This is how my own navigation menu for my CRM form looks like. So many things can be done.

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Cheers, Daniel

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See https://lab.danielleu.com/tapformspro/ for scripts and tips&tricks

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