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Separate forms without separate users

  • 1.  Separate forms without separate users

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    Contributor
    Posted 03-28-2018 20:27
    I want to allow the same user type to be able to fill out two separate forms.  We have one form that is grid edit and one form that is fields.  The grid edit is good for when there are multiple records to be entered.  For one or more record it is easier to use a different form.  

    I want to have a button for both forms.


  • 2.  RE: Separate forms without separate users

    Posted 03-28-2018 20:33
    An idea might be to make a report filtered by where the record owner is the current user and the date created is today.

    Then you would have a button for that report on the dashboard and the Report Description would would have a description on it saying to use Grid Edit to enter multiple records.


  • 3.  RE: Separate forms without separate users

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    Contributor
    Posted 03-29-2018 15:43
    Can you explain more?  I don't understand.

    How do I link the two forms?  


  • 4.  RE: Separate forms without separate users

    Posted 04-04-2018 07:06
    You do not need to link the two forms , you need to create two forms and two buttons in the table ( one for each form)  then you place this buttons wherever you what to user to see them to select one of them.

    I think this link can illustrate you.