Fields in links

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  • May 3, 2019 at 11:47 AM #34628

    Calion
    Participant

    I’ve got a tricky problem I’m not sure how to solve. I have to Forms: Quotes and (research) Projects. I link Projects (many-to-many) to Quotes. Great! But I want to indicate whether a particular quote has been used yet in a given project. I need a checkbox field—but where do I put it?

    May 4, 2019 at 3:40 PM #34634

    Brendan
    Keymaster

    Hi Calion,

    Well, you would probably want to add a Checkmark field to your Quotes form. And then when you choose it for a Project, click the Checkmark field button to indicate you’ve used it before. Also, you should move that Checkmark field up in the list of fields for the Quotes form. That way when you view the popover view to select the quotes, you will see the Yes/No value indicating that Quote has been used before.

    But if you don’t want it to be used for any other projects, maybe you need to use a One to Many instead of Many to Many? Tap Forms won’t show the records already selected when you use a One too Many.

    Thanks,

    Brendan

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