Maybe this response will help…it is from “Tap Forms 5 Assistant” a custom GPT created to help with TF5 questions. It is unofficial and a generative AI. So use what helps and through the rest out!
To achieve what the user wants—grouping or linking quilt records by quilter and creating a layout that lists all quilts entered by one individual for check-in and check-out—a combination of Tap Forms’ built-in relationships and custom layouts will be useful. Here’s how you can do this:
### 1. **Linking Records by Quilter**
To group records by quilter, you should use a relationship field to link all quilt records to a specific quilter.
1. **Create a Quilter Form:**
– Go to Forms and create a new form called “Quilters.”
– Add fields like Quilter Name, Contact Info, and any other relevant information.
2. **Add a Link to Form Field:**
– In your Quilt Entry form, add a “Link to Form” field.
– Set the “Link to Form” field to connect to the Quilters form you just created.
– This will allow you to link each quilt entry to a specific quilter.
3. **Set the Relationship Type:**
– Choose a “One to Many” relationship, meaning one quilter can have multiple quilts linked to them.
### 2. **Creating the Layout for Check-In/Check-Out**
Now that you’ve linked the quilt records to the quilters, you can create a layout that displays all quilts by a specific quilter.
1. **Design a Custom Layout:**
– Go to the Layouts section for your Quilt Entry form.
– Create a new layout that includes fields like Quilt Name, Quilt Number, and any other relevant details.
– Ensure that the “Link to Form” field is also included so that it pulls in the associated quilter’s name.
2. **Grouping in the Layout:**
– Use the “Grouping” feature to group the quilts by the quilter. This will make it easy to see all quilts associated with a particular quilter on the layout.
– Ensure that the layout is optimized for printing or digital use during the check-in and check-out process.
### 3. **Viewing Quilts by Quilter**
Once the relationships are set up:
– You can easily filter or sort the records in your layout by quilter name.
– Alternatively, use the search or grouping features to display only the quilts for a selected quilter during check-in or check-out.
This method should meet the user’s need for organizing quilt records by quilter and efficiently managing the check-in/check-out process.
For further details on setting up relationships, you can refer to the section on Relationships in the Tap Forms manual, particularly on page 91 [oai_citation:2,1328_16794_en_1538683502.pdf](file-service://file-15C3MsaZPdU2JvfF2hiej31w). Additionally, the Layouts section (starting on page 80) will guide you through designing custom layouts [oai_citation:1,1328_16794_en_1538683502.pdf](file-service://file-15C3MsaZPdU2JvfF2hiej31w).
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