Hi,
Whats the best way to incorporate fields from one form into another?
eg;
– ‘Form_1’ has a field called ‘NAME’.
– Also within ‘Form_1’ is a field that uses a ‘Link to form’ to ‘Form_2’.
– When ‘Form_2’ is opened I want to show the ‘NAME’ field from ‘Form_1’ at the top of ‘Form_2’.
Thanks
Assuming it’s a 1:M from Form_1 to Form_2, create a new calculation field in Form_2, scroll down the list of fields to the Form_1 field and double click on it to add it to the calculation. Make sure you change the return type in the calculation over to “text” as the default is “number”.
Hi Sam,
Thanks for your reply.
The field used to link the two forms is a ‘One to Many’ link type.
When I create the new calculated field in Form_2 (“NAME”) the list of fields from Form_1 do not show up so cannot be selected.
What have I missed?
Thanks
Make sure you have the “Show Inverse Relationship” option enabled on your Link to Form field. That’ll allow you to then do what Sam suggested.
Xlent! Another fix, well done!
Thanks Brendan & Sam for your help.
The support level is amazing for this brilliant piece of software.
Such quick responses, with proper fixes.
Not used to this in todays environment where there is commonly very poor service levels.
Many thanks guys.
Didn’t realise “Show Inverse Relationship” was required for that though it makes sense. I almost always tick the box for it because it’s so useful to be able to single select parent records depending on your flow as well.
Yes it’s required because the Link From Form isn’t even created if you don’t have that enabled. And without that field, Tap Forms can’t list the fields from that form.
.
