Links tutorial?

[Paul]

My apologies if the info I seek is already posted here, I have searched, but cannot find reference to what I’m looking for. I am very new to TapForms, sorry for the Noob inquiry.

I work for a Utility company and we have a project coming up where we will need to do site surveys of over 130 sites throughout the region.

Data that we need to capture for each site (utilizing TapForms) revolves around the door lock hardware. We will need to collect about 20 pieces of data per door such as: Lock hardware, condition, handing, material, etc. We will also want to have room for at least 3 photos per door and also room for comments. The sites range in size from 2 doors to 30 doors. The data (and photos) will then get imported into a database for future reference. It seems that the linking function will fit the bill, I’m just not familiar enough with its use to make it work properly.

Is there a way that I can start a record called site, then add doors underneath that record? OR would it be best to have each door as a unique record? I’m trying to get around entering site name, address etc. multiple times per door for larger sites and streamline this process as much as possible.

I hope this description makes sense. Thanks for your help, much appreciated.

Paul

[Brendan]

Hi Paul,

There’s information in the online user manual about relationships here:

https://www.tapforms.com/help-mac/5.3/en/topic/relationships

But it sounds like what you want is a Locations form plus a Doors form. The Locations form would contain the address information plus a Link to Form field to the Doors form. The Doors form would contain all of the information related to the door. Are these doors unique to the location? Or will there be certain doors that are used in multiple locations? That would be more of a “door style”, but not knowing your business, it’s just a guess. If it’s a unique door per location, then a One to Many Link to Form would be appropriate to use. If you’re tracking door styles, then maybe a Many to Many Link to Form would be more appropriate. That would mean that you can link the same door to multiple locations.

Hope that gives you an idea of how to set it up.

Thanks!

Brendan

[Paul]

Hi Brendan,

Thanks so much for your feedback, I will play with this and let you know how I make out.

Cheers,

Paul

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