Populate address after picklist pick

[Julie]

Hi,

I am new to Tap Forms and I was pleasantly surprised by how fast I could get my invoice form and custom layout set up. Now I am down to optimizing all this.

I want to pick a client ID in the “Invoice” form’s picklist and then have TF auto-populate the address field in “Invoice” with the info found in the appropriate “Contacts”form’s record. Sounds easy enough but I just can’t figure it out.

I tried linking the forms, but the address appears on a single line. I need it to appear like this :
name
street
City etc.

I have Tap Forms 5.1.4 + OS X 10.11.6 (the objective is to move to Mojave, ditch FileMaker 7 and update to the latest version of Tap Forms, but for now I need to make sure I can send invoices before losing access to my very old version of FMP). So solutions for this version or the latest version of Tap Forms are both welcome.

Thanks,
Julie

[Brendan]

Hi Julie,

To accomplish this you would need to have a One to Many Link to Form field from your Client to your Invoice form. And you should enable the “Show Inverse Relationship” on your Client form. So your Client form will show a table of Invoices and your Invoice form will show a single Client record on it. By doing that you’ll get the information displayed like you want. Perhaps when you were testing your Link to Form field you created the relationship the other way around (from Invoice –> Client). It needs to be from Client –> Invoice.

[Julie]

Thanks a lot. I was able to do part of what I wanted. I need to understand all this better. But for now, I am wondering why I (only) see the first two fields of my “contacts” form in my “invoice” form. I actually only want to see the address field.

By the way, if it changes anything, I finally upgrade to Mojave and the latest Tap Forms.

Can’t wait to get acquainted with the scripting capability.

Thanks,

Julie

[Brendan]

Hi Julie,

The reason you’re only seeing 2 fields is because your Contacts form probably has the Single Column List View Fields set to 2. So you might want to change that. You do that by clicking the Form button and scrolling down the list of form properties and clicking on the 1 – 5 value.

You can also drag the fields up and down on the Fields list to change what displays first. You might want to either write a Script field that concatenates the address information together or add a Calculation field to do the same.

I’m glad you’re looking forward to working with the Scripting support in Tap Forms. It’s really quite amazing what you can do with it!

Thanks!

Brendan

[Julie]

Ah! Yes, got it. Thanks.

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