Two separate forms associating to an individual

By: Jim Brown | Asked: 11/08/2023
ForumsCategory: How-toTwo separate forms associating to an individual
Jim Brown asked 5 months ago

I am wanting to create a very light CRM I guess I would say, although these are not customers. We are a charity. When a new 'resident' leaves a VM on our phone, we create a new "Resident Profile" with the information they've provided. In addition to creating that profile, we need to be able to record their initial 'Request'. In my mind, Form A would contain the Resident information, while form B would be the Request (since multiple requests are repeatably made by the same Residents throughout the year). I've created a View for Form A that serves as a searchable database for all the Residents. I even structured it so that when I click on a "profile" to edit (which is really just a page that hosts the edit feature for a form entry), it shows previously submitted form B's for that profile (linking through hidden field get param entry). The issue is that I cannot seem to figure out how to submit both Form A and Form B (a new resident along with their first request) at the same time to create a fresh Entry# Page for that resident. It will not show the Request made along with the Resident information. I have to go to that Entry and submit the request again to get it to show on the page. Any suggestions? Tips? Am I making this more difficult than it needs to be? ***EDIT: I would like to add, the reason I want there to be two separate forms is so that when one of our members navigates to a specific resident profile's page (form A), that page shows submitted Requests for THAT profile below (with a green background), and then below the previous requests is the form B to submit another request on that profile.***

Rob LeVineRob LeVine replied 5 months ago

I created something very similar for a charity as well. What I did was have only one form per person/household and then things like phone calls or meetings were in a repeater inside that form. Will that work for you? Note that it can become messy if you have a repeater with a zillion rows or a zillion repeaters with a zillion rows.

Jim Brown replied 5 months ago

Yes, that was my first concept. However, I wanted a more visual confirmation of the requests part (form B). In other words, when viewing a profile, you would be able to see previously submitted requests (form B's) in bold text that are highlighted (perhaps through a view) instead of the form's repeater display.

Rob LeVineRob LeVine replied 5 months ago

In a view, you can make the data display look like whatever you want. You can set up a repeater iterator and show the repeater data in a list that looks nothing like the form's repeater display.

Jim Brown replied 5 months ago

Well, that was my goal. But now, I am unable to "Add New" View. The button/link to add new views is unresponsive....

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