Viewing one-to-many -> one-to-many data

[Ronald Janssen]

Sry for the confusing title, had no idea what to put in there.

I have been using tap-forms for some weeks now and I have to say it’s awesome!

However now I’m running into a problem. I’m using tap-form as a Customer Relationship Management system. All communication (phone-calls, mail, personal talk, etc) with my customers is saved.

This is how I have made my forms:
I have a form for the company data. I have a separate form for the person data. Because there can be one or more persons working for a company the company form has a one-to-many connection with the person form. So far so good.

For saving the communication I have with people I made a “communication” form. Communication is always done with a person so the person form has a one-to-many connection with the communication form. Again, so far so good!

Now here is where the problem arises:
I would like to have the possibility to search for a company and be able to view all the communication from all the persons that work for that company at one glance. I don’t need all the details as long as I can see that there are for example 16 communication records from 2 people and that there is the possibility to open a individual record. But I can’t get this done.

At the moment I have to select a company, check (open) every person that works for that company to see if there are communication records and that is really time consuming.

I hope I made my problem clear, English isn’t my native language ;-)

Regards,

Ronald

[Brendan]

Hi Ronald,

What you should do is on the Person -> Communication Link to Form field, enable the “Show Inverse Relationship” checkbox. That’ll automatically create a Link From Form field on your Communication form that points back to the person. So now you can search for communications and see which people made the communications. However on your Communications form, you would probably need to put the name of the company in another field because you can’t search across relationships.

[Ronald Janssen]

Hi Brendan,

thx for the reply. I already have that link. And it works great when I use the Communications form as a start point for my search.

But when doing work for a client, I “need” to use the Company form as a start point for my search so that I see all the persons of that company and then it would be really great to see all the communications that I made with the persons of that company.

Real life example: I’m developing a website (together with consultancy) for a school. I interviewed all the teachers to have as much information possible to design a website that really fits the school and the needs that the teachers have.

No problem whatsoever to put all the information within Tap-form, again, great program!

But now when I am actually working at the website I need to retrieve al the notes (the needs of the teachers) that I made for the school and I can’t find any other way then to select every singe one of the teachers and read the communication.

So if I put a “redundant” field with the company name (school name in this example) in the Communication form then I would be able to search the Communications form for the school name?

Wouldn’t it be great to have something like a 1 to 1 relationship that points from the Communications form to the Company form? I think this would open up a lot of extra possibilities within Tap-forms. Or make it possible to search across relationships!

Regards,

Ronald

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