Search and Change Link From Form

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  • September 4, 2016 at 11:35 AM #19322

    scneophyte
    Participant

    I found a few existing threads on this topic but am wondering what is the current status:

    My setup:
    PLANT Form: records of each houseplant
    CARE RECORDS Form: record of each time I provide care to a plant

    PLANT Form has a “Care Records” field that is a one-to-many relationship with the CARE RECORDS form. The checkbox “Show inverse relationship” is checked.

    Each entry on the CARE RECORDS Form has a chosen plant, “link from form” and works beautifully.

    Requested functionality on the CARE RECORDS Form:
    –search for a chosen plant; i.e. search a “link from form” field
    –be able to change the value in the “link from form” field in the multi-list column view

    September 4, 2016 at 12:41 PM #19327

    scneophyte
    Participant

    Another request: Include “link from form” field in Form > Sort & Group Settings

    September 4, 2016 at 12:53 PM #19328

    Brendan
    Keymaster

    Thanks for the feature requests. I have not built any of these things at the moment.

    September 4, 2016 at 1:00 PM #19329

    scneophyte
    Participant

    Good to know. Thanks as always for the quick response! Still love TF5 and keep thinking of uses, both personal and professional.

    September 4, 2016 at 3:12 PM #19330

    scneophyte
    Participant

    …and one more feature request:

    Import records support Linked from fields. Just tried it and it detected the field type correctly but didn’t import the value.

    September 4, 2016 at 5:37 PM #19333

    Brendan
    Keymaster

    What I really need to do is work on the function to relate one form to another using the values of a common field between the forms. That would solve that problem. Then you could import your forms separately and have Tap Forms join them together appropriately.

    September 5, 2016 at 8:59 AM #19338

    scneophyte
    Participant

    Using a key like traditional databases? Would you also then be able to join multiple forms at once? Would you be trading off the simplicity of the current design for more complex functionality?

    In case it helps someone else…here are my workarounds for the requested features:

      Search: add another text field with a Pick List whose values are populated from the parent list. Manually select the value that matches the Linked from field when creating a record.
      Multi-column list view: Use copy/paste or drag-down
      Import records: Add a field named “Imported” and have the values set to “Yes” in the CSV. After importing, sort the records by this field then manually set the Linked from field in the single-column list view
    September 5, 2016 at 9:28 AM #19340

    Brendan
    Keymaster

    Nothing complicated like compound keys or joining multiple forms together. Just a basic match the field in this parent form with the field in the child form you’re linking to.

    September 5, 2016 at 6:09 PM #19358

    scneophyte
    Participant

    One more observation: Duplicating a record also drops the Linked From Field value.

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