Applying Bidirectional Association in Equipment Inspection Records

Introduction

Case Introduction

In the scenario of equipment inspection records, you will see how to quickly associate and retrieve data from other forms through the bidirectional association, so as to connect data like equipment information, inspection, and maintenance records.

How to Design

1. Add the Select Data fields to the Equipment Inspection form and the Equipment Repair form respectively to associate the basic equipment information in the Equipment Records form.

2. In the Equipment Records form, add Query Data fields to query the inspection and maintenance records in the Equipment Inspection form and the Equipment Repair form.

3. Tick Create records to related form for the Query Data fields so that you can also add data when querying data.

Preview

1. After filling out the Equipment Inspection form, when viewing the information of equipment in the Equipment Records form, you can query all equipment inspection and maintenance records. You can also directly add the inspection and maintenance records of the equipment. When doing so, the basic information about the equipment will be obtained automatically, and you do not need to fill it in manually.

2. In the inspection form, you can also directly select the equipment in the Equipment Records form through Select Data and fill in the inspection content:

Setting Procedure

Designing Forms

In this case, you need to create three forms:

Setting Select Data

By setting Select Data in Equipment Inspection and Equipment Repair, you can associate the inspection and maintenance records with the basic information of the equipment.

1. Design an Equipment Inspection form.

a. In Equipment Inspection, select the Equipment field, and set Field Properties as follows:

b. Click Add Condition under Data Filling, and tick the equipment information that needs to be retrieved, such as Equipment Number, Equipment Name, Specifications and Models, and Equipment Type. Then select Fill into new fields from the drop-down list of Handling Field Value, and click Complete.

2. Design an Equipment Repair form.

a. In Equipment Repair, select the Equipment field, and set Field Properties as follows:

b. Click Add Condition under Data Filling, and tick the equipment information that needs to be retrieved, such as Equipment Number, and Equipment Name. Then select Fill into new fields from the drop-down list of Handling Field Value, and click Complete.

Setting Query Data

By setting Query Data in Equipment Records, you can query and add the inspection and maintenance records.

1. Query inspection records.

a. In Equipment Records, select the Inspection Records field (Query Data), and set Field Properties as follows:

b. Click Add Condition under Filter Data, and add a filter condition: Equipment in Equipment Inspection equals Current Data. Then click OK.

c. To display multiple inspection records, you can tick Multiple under Show Records. To allow members to add new records, you can tick Create records to related form under Related Form Actions.

2. Query maintenance records.

a. In Equipment Records, select the Maintenance Records field (Query Data), and set Field Properties as follows:

b. Click Add Condition under Filter Data, and add a filter condition: Equipment in Equipment Inspection equals Current Data. Then click OK.

c. To display multiple inspection records, you can tick Multiple under Show Records. To allow members to add new records, you can tick Create records to related form under Related Form Actions.

Note(s)

If you want to allow members to directly add the records in Equipment Inspection and Equipment Repair to Equipment Records, you need to set data-submitting permissions for a certain member in Equipment Inspection. Otherwise, the member cannot create records.