Batch linking records?

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  • June 9, 2019 at 5:47 PM #35040

    Paul Wirth

    I’m trying to find a more efficient way of linking many records between forms.

    I have several hundred imported appointment details. These need to be linked with names in a different form. For many of these names, there are several to a dozen or two appointments.

    In the appointment details form, I can click the check mark to “select and link existing records”.

    But I can only do that one appointment record at a time. I can’t copy/paste the link, I can’t drag to populate (in the spreadsheet view).

    Is doing them individually my only option?


    June 9, 2019 at 7:05 PM #35041


    When you link in a record you can multi-select the child records to link.

    Or alternatively, if you have any field that’s common between the parent and child, you can use a Join Link Type to have Tap Forms establish the relationships for you automatically.

    Otherwise it’s a manual process.



    June 10, 2019 at 10:30 AM #35044

    Paul Wirth

    Thanks Brendan, that was exactly what I needed. Multi-select did the trick. I’m happy to learn about the Join Link Type. I’ll definitely be using that in the future.

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