I can’t think of a simple way to do this….
So i have a customer form, and a customer has a name etc, and also a ‘Customer type’ (i.e. Wedding Couple, Hall Hirer, etc)’
if on my Hall Hire Booking form, i link in the Customer Form. What i want to do is when i choose a Customer Record to link to, how do i get it to only show the ‘Hall Hirer’ customer types? rather than all the Customer Records?
Thanks anyone for pointers.
I think the easiest way might be to use the built-in search when selecting a customer record. This doesn’t cross linked forms for the record you are trying to select.
A work-around is to use a Customer Type picklist to fill to a text field on the Customer form. You can tell the picklist to select from the Customer Type form. On your Hall Hire Booking form, set up the Customer view to include both the Customer and Customer Type. When you go to link an existing record, you can search by both the type and the name.
See the attachment.
Attachments:
You must be
logged in to view attached files.
Adding the ability to select a Saved Search on the Select Records popover view is something I’d like to add at some point. I think that’s what you’re looking for?
But T.L. Ford’s suggestion is good so that you can just type in the customer type into the search field in the popover view to filter the list.
That would be the ideal Brendan, bring able to filter by a saved search, but i’m guessing u have a wish list that’d take you years to implement as it is.
Scope creep to “Link to Form” with optional: “Use Form Search Folder”…, or better, “Link to Form” with optional: “Provide Search Options” so the interface doesn’t get cluttered.
Oh ya, I think I’ll be still working on improving Tap Forms when I’m 100 years old!
It would be awesome to be able to link to a “Form” that is a filtered set of records. I’m surprised this was never done. I wonder if this possible in Tap Forms Pro with the reporting feature.
So do you mean being able to apply a Saved Search to a Link to Form field’s records?
Hi Brendan,
As an example, I have created a collection of forms that not only allow me to create tasks and subtasks for completing various projects, but also tracks time and invoices the customer. In the Clients form you can see in the Default Layout I can view all the Client’s invoices by a Link to Form field. In Tapforms, it will link ALL the Invoice records that belong to that client. However, it would be great if you could create a “Link to Form” field in a layout that could filter the linked records so you could view and edit certain records based on a criteria – for this example, I might want to view Invoices where the Paid field is unchecked so I could view all the unpaid invoices for that client. For now I create a new Layout and try to sort the records so that the records I need to at the top.
I’m thinking there are a few ways this could be added in the UI:
1. Allowing a Link to Form field to select a filtered search as if selecting a form itself which would limit the records based on that filter. This is probably the easiest way.
2. Creating a filter option similar to a search in the Link to Form field properties.
3. Allowing a filter via like the Select Fields button via the Link to Form field in the Layout.
-
This reply was modified 2 weeks, 1 day ago by
Shane.
Attachments:
You must be
logged in to view attached files.
Strange. I replied but the forum is not showing it. Replying again says I’ve already replied. Maybe it’s in moderation because of the number of screenshots? Hopefully you can see what I wrote. :)
-
This reply was modified 2 weeks, 1 day ago by Shane.
-
This reply was modified 2 weeks, 1 day ago by Shane.
I guess worst case scenario is I can just pull the records and filter them via javascript.
You could format the filtered records using Markdown and link to the records using the tfpro://… URL scheme.
Another option is linking the two forms using the _Join_ relationship. You could modify the ‘join’ field depending on the status of the invoice. Maybe having two links, one that shows all invoices and another one only the unpaid once.
Thanks for the info Daniel. How do you combine javascript with markdown? As far as I know they’re two separate fields.
Thanks again.
Sorry, I figured it out (brain not working first thing in the morning before coffee). For anyone else reading you can use the javascript setFieldValue() method to insert markdown formatted text into a markdown field:
function Script1() {
// 1. get markdown field id and store it in a variable
var markdown_id = 'fld-386387870d374f9dbbd550b3393c2692';
// 2. create the output text with some markdown formatting and store it in a var
var theMessage = "lalalal **this is bold**";
// 3. output to markdown field
record.setFieldValue(markdown_id,theMessage);
}
Script1();
-
This reply was modified 1 week, 1 day ago by Shane.
-
This reply was modified 1 week, 1 day ago by Shane.
-
This reply was modified 1 week, 1 day ago by Shane.
-
This reply was modified 1 week, 1 day ago by Shane.
Attachments:
You must be
logged in to view attached files.
Almost perfect. You should add a document.saveAllChanges(); after item #3 to make certain that your changes are properly saved.
Ah yes, you are right. Tapforms noob mistake. :)
