You can create a shared Multi-Record Table, similar to Adoption or Placement Records, where multiple main entity types are linked together, like Family and Child.
To do this:
- Create the Multi-Record table under the first Main Entity Type.
- Copy the table to the Parent table that you want to connect. (From the Table Properties form > Advanced Option > Copy to Another Table)
- Create a Big-Search List (or Drop-Down List) field for each Main Entity Type, so you can link the records together.
- Open Field Properties for each Big Search List Field you just created > Advanced Options > Change the DB Column name to the Main Entity Type ID.
** InReach Solutions Support is needed to modify the DB Column name.
Create Under Case
If you want to organize the records per Case then still create it under the Main Entity Type and then copy it under the Case Table, using the "Copy under Another Parent Table" option under the Table Properties, and change the name to have a postfix like " per Case"
Adding records per Case:
When you setup the forms, choose the table under the Case table ( which is why its important to name these copies with " per Case" at the end). This will make it so that when you add new records they will be for the case that you are currently viewing. When you are selecting the second Main Entity Type (via the Big-Search List Field), then it will automatically link that record to their latest case. (The Details forms for Multi-Records under the Case have a special option in the Advanced Options to move them to another Case for the same Main Entity, so you could always move the records to other cases.)
These additional steps for adding records per Case are necessary because the Big-Search List field links to a Main Entity, and not their cases. By having the multi-record table copied under the Case table too, then SAM automatically links the latest Case for the Main Entity selected in the Big-Search List Field. (This is a default feature for all multi-record tables copied under the same Main Entity Type, so if you have a table like "Incidents" under Placements and copied under the Child, then it will automatically link to the latest Placement record, even if its added through a form based on the Child, and vice-versa, so you could see all the "Incidents" for a Child on one form without having to include the "Placements" table on the form.) "