Create Patient Record Summary In Record
I have a table called "Leads" that contains all lead captures from various landing pages for different conditions. I want to have the option to see in a patient record, a summary of all other conditio...
Forum Discussion
You need to try and find a piece of information that is unique to the person and make that the key field. If they are web forms being filled out I am guessing you ask for the email address? If someone fills out multiple forms chances are they will be using the same email or whatever method of contact you get from them.
Quincy,
I thought about it some more and here is a simpler solution to start with.
On your leads table make a field which is a Report Link field type.
When you configure the field on the left side select the field of email address. Then on the right side of the configuration navigate back to your app into that very same field.
Put the report link field on your leads form and set the form property to shows the matching leads directly on the form. The effect of this will be that on every lead for a given email address you will see all of the other leads with that exact same email address
I thought about it some more and here is a simpler solution to start with.
On your leads table make a field which is a Report Link field type.
When you configure the field on the left side select the field of email address. Then on the right side of the configuration navigate back to your app into that very same field.
Put the report link field on your leads form and set the form property to shows the matching leads directly on the form. The effect of this will be that on every lead for a given email address you will see all of the other leads with that exact same email address
