Scripts and searching

Daniel, Brendan,

Thank you for the replies. I must be missing something very fundamental as I do not seem to be able to be apply your replies.

For Brendan’s post:

var dupes_search = form.getSearchNamed('For duplication');
var records = dupes_search.getRecords();

Do I put this is in a form script? Is any other code needed so that what is returned are just the records which match the ‘For duplication’ saved search?

Having entered those two lines into a Form Script, nothing is returned.

Daniel,

Thank you for the reply.

What I would like to do is simply create the equivalent of selecting by clicking on the saved search “For duplication” under the relevant Form in the Forms list, so that the only the records for the field called For duplication that contain a X appear.

Unless there is an option I have not discovered, saved searches are not selectable via a menu (or a shortcut key). A form script can have a shortcut assigned to it.

Is what I wish to do achievable with a form script?

To be clear what I am trying to create the equivalent of, attached is a video.

Sam,

Thank you for the detailed reply.

I can see that script duplicates the fields which have an X in the For duplication field.

I am sorry to be difficult, but this is not what I would like to achieve.

When I click on the ‘For duplication’ saved search under the relevant Form in the Forms list what happens is, in effect, Tap Forms shows (filters) only and displays the records for which in the For duplication there is a X.

That is all I am trying to achieve with a script (if possible). Tap Forms has no way of ‘reaching’ a saved search via the menu, a shortcut or pressing the tab key successively that I am aware of. There are other parts of Tap Forms which are also not reachable, but I have been able to get to them through the use of UI Browser, but even this is having difficulty with saved searches.

If of assistance, the example database I am using is attached.

Brendan,

Thank you for the reply. Yes, it is part of a larger automation.

Here is the long explanation:

A bit of background, until 2 years ago I use Filemaker to maintain my records concerning my work as a Notary Public in England. FileMaker provided many tools / features not present in Tap Forms, but also is far more complex than my needs – and also when I set it up I did not deal with some of the links between (in Tap Form terminology) Forms in quite the right way, creating two Forms than I really needed.

When I set up (or rather re-created) the database Tap Forms I also corrected what was not working – but I have been able to go much further in automating what I need to produce for client with Tap Forms – which has made it much much much easier than with Filemaker (even though I have had to struggle with Javascript).

I am now exporting, record by record each of the Filemaker for records prior to 2018 – typically up to 7 forms for each client (client contact details, passport details, other id, notarial act, notarised documents, time spent, disbursements) – all which were linked (for example, the client contact form is linked to the passport form and the other ID form, and each of which might contain several records).

I have keyboard maestro macros to format the exported CSV files from FileMaker (add field names needed for the import (as the field names are different between FileMaker and Tap Forms), add a For Duplication field and a X for that field), import all the Forms into Tap Forms at one go rather than one at a time. I added an extra field (For Duplication) which just contains a X, and the saved search to find the records who with X for each Form, to easily pick out the those records and then recreate the links between the forms.

Again with Keyboard Maestro for each Form I can automatically add the links but to create the links for all the Forms at one go I need to be able to reliably access for each Form the saved searched For duplication.

If I was able to do so – than I can speed up the import.

As mentioned in my previous post for some parts of the Tap Forms it is just not possible to access them with a shortcut, menu or by tabbing. But it possible to do so with UI Browser finding the GUI code to do so. An example is attached. But the AppleScript GUI code it generates does not work for the saved searches in the Forms list.

So it is more than just saving a click. If you have any suggestions I would be very grateful to hear about them.

Sam,

I agree.

My temporary solution (possibly): is to pause the Keyboard Maestro macro. Click on the saved search, and then resume the macro as the macro processes each form.

Sam,

Thank you for looking through my process – thank you for suggesting the use of the Join link – it would certainly remove the need to create the links after import – as Tap Forms would be doing it automatically.

The consequence is that one set of records (after a certain date) will be linked by a Link to Form One to Many link type and then I would need to create a new field which is also set to Link to Form Join type for older records imported from FileMaker.

Are there any resource implications / limitations of having one than one Link to Form links to the same data in Tap Forms (or on the size of the database) or any downsides?

Thank again for the suggestion.

Sam,

Thank you for the explanation.

There are a number downstream issues with linking records through a Join.

Attached is an extract from the database with a couple of records to illustrate (Smith, a 1:M link; Kramer, a Join link)

Up to now all Forms were linked by Link to Form 1:M

So adding relevant fields and setting up Link to Form Join is fine. For records added so that there is a common field all join fine.

But some of the other fields which create totals or reference fields for other Forms no longer work. For example:

For the Form Notarial Act

**Client Name 2 field

1. the field Client Name 2 is a calculation field which picks up a calculation field from the Client contacts details Form (which determines if there is a company and if there is use that otherwise uses the last name of an individual ).
2. If the record in is linked by a 1:M link the Client Name 2 field is automatically filled in.
3. But if the record is linked by a Join link it is left empty

Is the answer a script field such as:

// ID of Form 'Client contact details'

var client_contact_details_id = 'fld-c53e48e48e3a40c7a5656ab92f39ecc9';

result = '';

// 

client_name_record = record.getFieldValue(client_contact_details_id);

var client_name_2_id = 'fld-0d5ab10b7374418bac721d6446c81b73';

var last_name = client_name_record.getFieldValue(client_name_2_id);

result = last_name;

result;

Number of documents

1. this is a calculation field it counts a field (Type of document) in the in the linked 1:M Notarised documents Form.
2. Bt if the record is linked by a Join link it is left empty.

Is the answer a script field? But I do not know that right JavaScript commands to create a total.

There are several other fields which do counts or sums, which will need new fields or be changed to scripts too in this Form.

Any help would be gratefully received.