Skip to main content
Question

Records on Home table accessed by two forms

  • March 1, 2017
  • 0 replies
  • 24 views
I have role (cost Management) which is responsible for adding/editing records depending on the category of project. So effectively two external parties are responsible.

I have created two forms but the issue is that new 'record' added from home table will not  make a distinction as to which form to open. Similarly, for editing the  home  table can also land in the wrong category unless user filters it first.  Not too sure how to manage this.  
      This topic has been closed for replies.

      If at all possible, you are always better off with 1 form and then use form rules to show / hide fields or preferably whole sections. You just need ot have your common data entry fields all in a common section, say near the top of the form.   Is it possible for you to re-write your forms that way?
      • ArshadKhwaja
      • Author
      • Registered
      • March 1, 2017
      I know you are great proponent of this but if I am using one form and if a new record needs to be added and the related record needs to be distinguished by the project category (s drop down is used to select a parent project using a defined report), how do you achieve that?  In my case I have 500 main projects and 200 special projects.  Amalgamating  these will confuse the user. 
      Well, you have the user first select the Project, that will also allow the Project Type to be looked up down to the form, and then the form rules kick in to show  the correct sections.
      • ArshadKhwaja
      • Author
      • Registered
      • March 1, 2017
      OK, that means, that I will need add to two related record fields and link these two different reports? 
      I am not understanding the reference to two different reports.
      • ArshadKhwaja
      • Author
      • Registered
      • March 1, 2017
      When you want to attach a child record to parent, you use the related 'project'  option from the drop down.  I have linked this to a report to only list certain category projects.  What I am thinking to have the same twice and using form rules all users to use alternative related project drip down.  
      • ArshadKhwaja
      • Author
      • Registered
      • March 1, 2017
      No I am wrong.  I cannot select  same field twice. 
      There are two choices.
       you can make two relationships with two fields.  Then have a final calculated field for the one that was used and use that to make the real relationship where lookup fields are brought in.

      The better alternative though,  is to have the user first select the type of project, and then the drop own would only list projects of tht type.  That is called a conditional drop down.
      Terms & ConditionsAccessibility statement