Applying Bidirectional Association in Follow-Up

Introduction

Case Introduction

In customer management, you will see how to follow up with a client and update your follow-up records through the bidirectional association.

How to Design

1. In the Follow-Up form, add a Select Data field, and associate the field with customers' basic information in the Customer form.

2. In the Customer form, add a Query Data field to query the follow-up details in the Follow-Up form.

3. Tick Create records to related form to add follow-up records while querying them.

Preview

1. After completing the follow-up, all the follow-up details can be automatically queried when you view the corresponding customer information in the Client form. You can also directly add follow-up records. When adding the records, you do not need to fill in the basic information of a customer because they will be automatically available to you.

2. In the Follow-up form, you can directly select a client from the Client form through the Select Data field, and update the follow-up details.

Setting Procedure

Designing Forms

In this case, you need to create two forms:

Setting Select Data

By setting Select Data in the Follow-up form, you can associate the follow-up records with a client's basic information.

1. In the Follow-up form, click the Client field, and set the field in Field Properties as follows:

2. Click Data Filling, and select the fields that you want to retrieve, such as Client Name, Contact Person, and so on. Select Fill into new fields from the drop-down list under Handling Field Value, and click Complete.

Setting Query Data

By setting Query Data in the Client form, you can query a client's follow-up records and update follow-up records.

1. In the Client form, click the Follow-Up Record field (Query Data), and set Field Properties for the field as follows:

2. Click Add Condition under Filter Data, and add a condition: Employee in the Follow-Up form equals Current Data. Then click OK.

3. To display multiple records, 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)

1. If you want to allow members to add follow-up records in the Client form directly, you need to set the record creating permission for a member in the Follow-Up form. Otherwise, members cannot do that.