Tables and Fields are fundamental to creating Forms, Reports, Auto Actions, and Templates.
Multi-record tables are used when your organization needs to track history or many instances of the same thing, such as background checks, trainings, accounts receivable or progress reports.
Multi-record Tables
In order to create a new Multi-record Form, you'll first need a Multi-record Table. There are many available in SAM. They can be identified under Tables & Fields, shown without a tilde (~).
Create new Multi-record Table
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In SAM, click Settings (gear icon) > Tables & Fields > Create New Table (sidebar) > select the Parent Table for the new Table you want to create > Name the new table > check box for Has Multiple Records Per Parent Table > Save SAM will take you to the Table Properties screen. Modification and audit fields will be present. |
Current/Latest Record
This function displays the most recent record for a Multi-record table. It creates a sibling table of the Multi-record Table.
Enable a Current / Latest Record
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In SAM, click Settings (gear icon) > Tables & Fields > select desired table (Multi-record table) > click Advanced Options (sidebar) > Setup Sibling-Table for Current/Latest Record (sidebar) > click OK to confirm > enter your Sorting and Criteria settings to denote the latest record over other records > Save SAM will direct you to the Current/Latest table. |
Current/Latest Table View
Edit Current/Latest Record Settings
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In SAM, click Settings (gear icon) > Tables & Fields > select desired Current/Latest table > click Edit Current/Latest Record Settings link (bottom of Warning message) |
Disable Current/Latest Table
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In SAM, click Settings (gear icon) > Tables & Fields > select desired Current/Latest table > click Advanced Options (sidebar) > Disable table (sidebar) > click OK to confirm |
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