Table fields across multiple forms

[Enid Campos]

Hi.   I want to create a table field that is visible and modifiable on multiple forms.  I have a form named “Patients”, another one named “First visit”, and a third one named “Follow-up visit”.  I like to enter the medications prescribed on either the first visit or a follow-up visit, and have all medications show in the form “Patients”.  Is that possible?

 

Thanks, and sorry if it has been addressed in an earlier post.

 

[JScottA]

Using the Tap Forms 5 Assistant (a custom GPT that is not officially supported or endorsed by Brendan) I got the following response by pasting in your post:

To achieve the goal of having medications prescribed during either the first visit or a follow-up visit show in the “Patients” form, you can utilize the “Link to Form” field type in Tap Forms. Here are the steps to set this up:

1. **Create the Link to Form Fields:**
– In each of the forms “First visit” and “Follow-up visit,” add a new field of type “Link to Form” and link it to the “Patients” form. This creates a relationship where records in “First visit” and “Follow-up visit” can be associated with records in the “Patients” form.

2. **Link Medications to the Patients Form:**
– In the “First visit” and “Follow-up visit” forms, create a table field to store the medications prescribed. This table field can be populated with medication details for each visit.
– In the “Patients” form, create a corresponding table field that can hold the linked medications data. You can configure this table to fetch and display the medications from both “First visit” and “Follow-up visit” forms.

3. **Set Up the Relationships:**
– When creating the “Link to Form” field, ensure that you enable the “Show Inverse Relationship” option. This will create a corresponding “Link from Form” field in the “Patients” form, enabling you to see which “First visit” or “Follow-up visit” records are associated with each patient.

4. **Populate the Data:**
– When you enter data in the “First visit” or “Follow-up visit” forms, you can use the link field to select the relevant patient from the “Patients” form.
– Enter the medications prescribed in the table fields for each visit.

5. **View the Data in the Patients Form:**
– In the “Patients” form, you will be able to see the linked records from both the “First visit” and “Follow-up visit” forms. The table fields will display all medications prescribed across different visits.

For more detailed instructions, you can refer to the section on creating and managing relationships between forms in the Tap Forms documentation, specifically pages 91-94, which cover the “Link to Form” and “Link from Form” fields and how to use them to create one-to-many and many-to-many relationships.

By following these steps, you will be able to enter medications in the “First visit” and “Follow-up visit” forms and have them visible and modifiable in the “Patients” form, achieving the desired outcome.

For additional details, you can also explore the scripting capabilities of Tap Forms if you need more advanced customization: [Tap Forms Scripting 101](https://www.cattail.nu/tap_forms/tap_forms_scripting_101/index.html).

References:
– Tap Forms Documentation, pages 91-94.

Hopefully this is helpful.

Cheers!

Scott

[Daniel Leu]

Looking at the ChatGPT recommendations:

– In the “Patients” form, create a corresponding table field that can hold the linked medications data. You can configure this table to fetch and display the medications from both “First visit” and “Follow-up visit” forms.

No such feature for table fields exists.

4. **Populate the Data:**
– When you enter data in the “First visit” or “Follow-up visit” forms, you can use the link field to select the relevant patient from the “Patients” form.
– Enter the medications prescribed in the table fields for each visit.

To me, more natural would be to start with the “Patients” form and add a “First visit” or “Follow-up visit” record and then populate the respective fields.

5. **View the Data in the Patients Form:**
– In the “Patients” form, you will be able to see the linked records from both the “First visit” and “Follow-up visit” forms. The table fields will display all medications prescribed across different visits.

Note that the table fields of the “First visit” or “Follow-up visit” are only visible when visiting the respective records and are not visible in the ‘linked records’ table.

The proposed approach doesn’t provide a working solution, but at least it shows the basic setup.

In the past, I already used ChatGPT to write scripts. By knowing what I need and having an idea how the script should look like, I was able to guide ChatGPT to a working answer. Maybe with this customized ChatGPT instance I can get better results faster. Got to try this!

Thank you for setting the custom ChatGPT up, Scott!

[JScottA]

You are welcome, Daniel. I’m no expert on scripting Tap Base. I use it for doing a variety of data science stuff…nothing that requires scripting. I hope the custom GPT does provide some help. Sometime this week I’ll review the priming and see where I can improve it. If anyone hears of any updated manuals or additional Tap Form documents that I can add to the GPTs knowledge, let me know and I’ll see about processing it for including.

I’m very interested in seeing where Tap Forms goes in possibly supporting Apple Intelligence. I think it might be very useful to professionals and small business to have access to a database that Apple Intelligence could access for its own knowledge. The most immediate impact, in my mind, is using Tap Forms like a local AirTable and combining it with Shortcuts/AppleScript to create powerful automation workflows.

Until then, I’ll keep this GPT up and running. ;-)

 

[Author]

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