Form links are primarily used when two or more forms share information that a user wishes to combine on a single report. For example, one form may have a record of planting information while another form may have a record of harvest information for the same field. As long as both forms contain a unique ID for that field, a report could be built to display both planting and harvest information using the Form Link feature.
- Make sure both forms will have a matching unique identifier (i.e. Lot Number, Field ID, Job ID, etc.)
- In the Form Management page, click on “Form Links” next to one of the forms that will be linked.
- Click “Add Link to Form”
- Choose the target form and the columns to use for linking. Click Save when done. Remember – the columns do not have to have the same name but the values must be identical in both forms in order for the link to work correctly.
- A simple report may be built using the “Source” form. The Report Builder page will allow you to insert data from both forms.