Setting up links between forms

To set up a link between two forms:

  1. Open the source form.
  2. Add a button to the layout. (If the button already exists, go to the next step.)
  3. Double-click the button to launch the Button Editor.
  4. Set up the button characteristics in the Button section and click the Configure button.

    The Link Forms dialog is displayed.

  5. Optionally, click the Auto Map button to automatically map fields in the source form to fields in the target form.

    Tip: Mapping is implemented on the Label Text property of fields.

  6. Mapping can also be carried out manually: select a field from the destination form in the Destination dropdown list.
  7. Use the text box in the Available Controls section to type in static data if required.
  8. If required, select a control / field from the Available Controls dropdown list
  9. Click the Insert button to add your dropdown list selection to the text box.
  10. Click the Update button to add this newly created link to the Grid View.
  11. If you do not wish to set up more links, click OK to save the changes and close the dialog.
  12. If you want to manually set up several links for the same forms, repeat steps 7 to 11 for each link and then click OK to save the changes and close the dialog.
  13. Click OK on the Button Editor.
  14. Save the form.

At this stage, it is highly recommended to test the resulting reports locally to check that the links have been set up correctly.

Note: When the button is pressed on a report, this report is automatically saved (unless a static form is used), so that the values can be correctly set.

Forms