Import Records: Link From Form field

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  • June 4, 2017 at 7:11 PM #23351

    scneophyte
    Participant

    I searched for the old thread but couldn’t find it.

    Currently, I import expenses and sales (separate forms) records which are related to the Projects form (parent form).

    The Projects form has a link to the expenses / sales forms and the “Show Inverse Relationship” is checked. There is a similar link to the child records for Company and PO/Invoice forms.

    Once the records are imported, I still must go through and link each record to its parent, three times on some records.

    While importing does save time and reduces the incidence of transcription errors, it would be nice to not have to make this selection at all.

    I just tested it in 5.4.1 and, while the import wizard screen successfully shows the field type as “Link From Form” and the CSV contains a valid entry, nothing is populated after import.

    Any update on if / when support will be added for “Link from Form”?

    June 4, 2017 at 11:16 PM #23356

    Brendan
    Keymaster

    Once I get around to adding the ability to create dynamic links between forms based on common fields in two forms, this will no longer be an issue. Haven’t started working on that just yet though. You would be able to join two forms together based on the values within a field in the parent form and a field in the child form and let Tap Forms establish the links for you.

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