Talknotes per Client

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  • August 31, 2016 at 5:02 AM #19234

    Manuel Drews
    Participant

    Hi there!

    I’am a psychologist and beginner in using Tapforms.
    I’am trying to create a template
    for my day-to-day work with my clients. Therefore
    i need one form for the base data of my clients (Name, Birthday, Adress, etc.)
    and this should connect / reference for every client to a separate form
    that lists my single counselling sessions with notes, sorted by date.

    I tried to set up a reference from the base data-form
    to a separate “Session”-Form but unfortunately this
    “Session”-Form collected ALL sessions from every client
    not the one i selected.

    Could you help me?

    Greetings, Manuel Drews

    August 31, 2016 at 6:43 AM #19235

    Leo
    Participant

    You need two forms.

    1. client form where all the basic data is.
    2. sessionform

    create a field linked to form type one to many in the client form. From there you can start you’re session report. (add a session clicking on the + sign)

    That’s all

    September 1, 2016 at 6:44 AM #19247

    Manuel Drews
    Participant

    Thx, that worked!

    But unfortunately there is one small problem left.

    When i click the “+”-Sign in my Sessions Form
    it generates two entrys:

    One with my notes and one entry totally empty
    with the same “session”-form.

    I just check if this is because
    i activated “automatic counting” or something
    but this was not the case.

    Do you have an idea how to fix that?

    Would be great!!

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