Linked Forms and Will This Work For Me?

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  • October 3, 2014 at 11:45 AM #10996

    Ben Silver
    Participant

    Hello! I am exploring options for our small business.
    I was hoping someone might explain how/if Tapforms would work for me.
    Basically, we have People and Devices
    I would like each Person to have a form that has things like address, contact info, email, etc. Just basic information about them.
    I would like the second data set to be Devices. Each device has a serial, date of purchase, etc, but also a “Who Has This Device” field
    It doesn’t look like I could just use a contact, because I’d like to ensure that it ties to the page of the person.
    So if I click on John Smith, it shows me his name and address and any devices he has been given.
    It looks like I can maybe accomplish this with Linked To/From, but I’m not so sure.
    Is this true?

    October 3, 2014 at 12:14 PM #10997

    Leo
    Participant

    In short: Yes, this will work exactly as you describe.

    Just link to the device form in a many to many field and your set.

    October 3, 2014 at 12:31 PM #10998

    Ben Silver
    Participant

    And it will only show devices registered to that specific person?

    October 3, 2014 at 12:44 PM #10999

    Ben Silver
    Participant

    I’ve gotten it so that I can add a NEW device to a person, but what if we switch computers. I can’t reassign the device to another person?
    It seems there should be a bidirectional relationship that isn’t evident
    *Edit* I got it, thanks!

    October 3, 2014 at 9:32 PM #11005

    Brendan
    Keymaster

    Hi Ben,

    So you discovered the Many to Many link type I would presume? That would let you unlink and re-link the record to someone else.

    Thanks,

    Brendan

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