On our customer record, we are wanting a couple of embedded forms, 1 showing their PCs, one showing their mobiles. Both are configured as a 1-Many relationship.
How can we step through the multiple records in the embedded form when a customer has multiple devices?
We've tried "step through children", but cannot figure it out. Tried adding a button to use "next record" action but even though it's in the embedded form, it moved the parent record (customer) to the next record
Any help or advice appreciated.
Basically, the issue you're running into is that an embedded form is only good for 1:1 relationships.
A workaround, though, would be to find a way to build a 1:1 relationship just for the embedded form, and have the relationship switch to the next record based on a change made by pressing a button
For example if you had a related item with a 'Step' field, containing values of 1,2,3,4 , you could switch to the next related item by having the relationship filter based on that step, and then increment the field to switch which item was viewed in the relationship and thus the embedded form.
Or, build some logic to identify which related item is next and force the relationship criteria to it, like holding a recID or something
I did exactly what Doug describes here for an HR system. The main forms relationship was 1-many, then I created a second relationship, 1-1, to display the current form. I added some arrows to increment and decrement the current form. Works fine, I can post more details if needed.
Hi Dave, if you could that would be great, it sounds just like what we are after, thank you
Its fairly simple:
Now the trick is how to populate your Form Number field in the Form. This can vary quite a bit depending on how you are going to create or add the forms to the relationship. In our case, all the relevant forms are selected when configuring a Workflow and then added to the new HR Tickets with the proper Form Number. Once the forms are created with Form Numbers, then you simply increment or decrement the Current Form Number using your buttons or links and the displayed form will change.
Here is an example of how this looks (HR Ticket form in blueprint):
Form defined in the Workflow which populates the Form Number:
In this case there is another field called Total Forms which holds the number of forms attached to the ticket.