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Hello Tapformers, I have a need to create hierarchy of forms for time tracking of projects. The hierarchy of the forms is: Clients -> Client Projects -> Project Tasks -> Hours Spent on Tasks.
By using the “Link to Form” field I link the next child form. So for example, in the Clients form, I can manage all the projects for that client in a “Link To” field in the layout. Similarly with Project Tasks I can add hours spent on that Task which is great.
What I would love to do is be able to track the hours spent per project, or per client for billing. This would require the lowest child form aka “Hours Spent on Tasks” form to have “Client” and “Project” fields inherited through the cascade of forms. You can do this directly between parent and child forms via the “Link To” field but you can’t pass both the Client and Project data all the way down to the “Hours Spent on Tasks”, the lowest child form.
Is this possible or am I asking too much of Tapforms?
Thank you!
Hey Brendan,
Actually I’m looking to pass the data down the hierarchy. So the field data would technically cascade downwards. So one would create client, then from the client add projects. Going to the projects form, one would create tasks for the projects and on each task we would add time tracking entries for billing the client. However to bill the client, the time tracking form would have to inherit project and client data from the top. Through the “link to form” field you can have the child form inherit a single field but the time tracking form would need to inherit two fields of data namely the project and client info. I know, it’s hard to visualize the topology through text.
The easiest way around it is to just work from the bottom of the hierarchy, namely the time tracking form and manually pick the client, project, and tasks each time one tracks their work but I feel that would be unnecessarily arduous, especially once those forms are well populated. I could do this using PHP/ SQL etc but if I can get Tapforms to handle it, it would save a lot of time from having to manually program everything from scratch.
I’ve been going through Ford’s JS Tapforms tutorials which have been very interesting and useful. At this point I believe I should be able to somehow use scripts to pass the appropriate field info down the hierarchy to the time tracking form. We shall see. :)
The easiest way is using a calculation field. Enable Show reverse relationship in the link field of the parent form. Then in the child field, use a calculation field to propagate the the client name or the project name down the hierarchy. Don’t forget to set the return type to text.
The other option would be Javascript. You’d need to enable Show reverse relationship, get the parent record from the link field and from there get the field value.
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