Summary
How to transfer forms to a related record
Product
FileMaker Pro
Version
new
Operating system version
mac
Description of the issue
I have 2 forms created. I have a patient list that I currently have a patient selected then have my patients fill out the two forms. These patients will be seen in clinic by weekly so I need to change the form so that the old forms will be saved and I can select a new form to be filled out for the next visit. I also want to be able to view the old form during their next visit to do a comparison. How do I change my existing forms so that I can bring up a blank form every visit?
You've posted this request in the section of the forum intended for reporting possible bugs with the software. Had you posted in the FM GO section you would have received an answer much sooner and from more people.
Please look up "Portal" in FileMaker help. This is a frequently used tool that can help you here.
You need at least two, or possibly three tables for this, depending on whether you can use one table for both forms or not.
Patients---<Forms
Patients::PatientID = Forms::PatientID
Patients::PatientID should be an auto entered serial number and "allow creation of records should probably be enabled for Forms in the above relationship. (IF you need two tables for your two forms, add a third table with a similar relationship to Patients.)
Now a portal to Forms on the Patients layout can list all the existing forms for that patient and you can always add more Forms without losing the existing forms simply by adding more records to Forms with the same PatientID field.