I’m building a CRM with these forms:
– Day
– People
– Communication
– Events
Day is joined to Communication and to Events.
If People is linked to Communication via one-to-many, then the person will show up in the joined table under Day.
If People is linked to Communication via many-to-many, then the People field is empty in the Communication table under Day.
I want to go into Day and easily see everyone I interacted with. Any hacks or ideas for how I can set this up to be able to have multiple People linked to a Communication AND still have them listed in the Communication table under Day?
If People is linked to Communication via one-to-many, then the person will show up in the joined table under Day.
One to Many fields on the child side of the relationship can only have a single parent so it’s able to show that single person.
If People is linked to Communication via many-to-many, then the People field is empty in the Communication table under Day.
In this situation there are many possible links, so it’s not possible to show a singular field value. You can use a script field to join the records together from the linked field so that it can be displayed.
I want to go into Day and easily see everyone I interacted with. Any hacks or ideas for how I can set this up to be able to have multiple People linked to a Communication AND still have them listed in the Communication table under Day?
You can use a script field to merge the linked People fields in the Communication record and that will then show up in the Day record with the linked communication.
I have an example of joining child records using a space and Daniel has some examples of joining child records as a comma separated string. It’s a little bit of scripting to basically grab the name field from your person record and then put a comma in. Daniel’s got a couple of examples with some great comments to help you out.
This is my first time using scripts in TapForms and I figured out how to adapt Daniel’s version to my forms and where to put it! (Funnily enough I figured out the former first…) This is run-of-the-mill for people like you and Daniel, but it’s a total achievement for me. Thank you so much for your help!
Happy to hear that you were successful!
Indeed! Good news you got it sorted and you’ve begun your Tap Forms scripting journey!
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