Link To Entry field: Difference between revisions

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In this scenario, one or more doctors are affiliated with one or more hospitals, both provide services to patients, doctors prescribe drugs, patients take drug doses, etc.
In this scenario, one or more doctors are affiliated with one or more hospitals, both provide services to patients, doctors prescribe drugs, patients take drug doses, etc.


; Doctors offer services to patients.
; Doctors provide services to patients.
: Create a many-to-many Link To Entry field within library Services to library Doctors.
: Create a many-to-many Link To Entry field within library Services to library Doctors.


Line 113: Line 113:
: Create a one-to-many Link To Entry field within library Prescriptions to library Doctors.
: Create a one-to-many Link To Entry field within library Prescriptions to library Doctors.


; Pharmacies fill prescriptions
; Pharmacies fill and refill prescriptions
: Create a one-to-many Link To Entry field shotgun library Pavilions to library Pharmacies.
: Create a one-to-many Link To Entry field shotgun library Pavilions to library Pharmacies.


; Patients take drug doses
; Patients take drug doses
: Create a one-to-many Link To Entry field within library Doses tip library Prescriptions.
: Create a one-to-many Link To Entry field within library Doses tip library Prescriptions.
Slice & dice within Doses to manage prescriptions.

Revision as of 13:17, 26 August 2016

« as of 2016-08-26, editions Mobile 3.9.7, Desktop 1.0.3 »

A Link To Entry field may contain a link to a library.

For many-to-many links
When an entry is created or edited, the user may select the entries in the linked library to which the new entry will be linked.
For one-to-many links
When an entry is created or edited, the user may select the entry in the linked library to which the new entry will be linked.
For one-to-one links
When an entry is created or edited, the user may select the entry in the linked library to which the new entry will be linked. If the selected entry is already linked to another entry in the current library, the attempt will be disallowed.

In addition to creating a Link To Entry field in the normal fashion, one may also insert a Relationship, which accomplishes the same thing. This method may be more intuitive for some users.

When an entry is created, the user will be prompted to establish the value of the field, which involves accessing the target library and displaying an Entry List, enabling selection of target entry(ies). The user also may relink a library when the entry is edited.

Once linked, fields in the linked library may be referenced from the current library from Calculation field scripts, JavaScript field scripts, and from aggregation functions.

Name and Hint

Standard across all field types.

Advanced Parameters

Library
Select from the list the library to which you wish to link
Display aggregation
Display aggregation by entries of the linked library? Yes or no
Type of relationship
Choices are:
  • Many-to-many
  • One-to-many
  • One-to-one

    By default, it will be a many-to-many relationship.
Required
Make entry of a value mandatory before saving an entry

Display Options

Display in the list as
Select among the following roles for the current field:
  • As a Regular field
  • As an Entry Name
  • As an Entry Description
  • As an Entry Status
Display field name in Entry Edit Card?
By default, yes.
Dependencies
Ability to add one or more visibility dependencies upon fields with qualifying types.

Examples

For each of these scenarios, there are many templates in the online template catalog — perhaps to use with little or no customization — or perhaps to study and learn their techniques before implementing your own.

Tracking spending on groceries

In this scenario, we shop at grocery stores at certain dates/times (receipts) and buy grocery items.

We visit stores to shop for groceries.
Create a one-to-many Link To Entry field within library Grocery Receipts to library Stores. Grocery Receipts contains fields for date/time, payment method, etc. Stores contains contact information, location, etc.
We buy grocery items during visits; the items appear on receipts.
Create a one-to-many Link To Entry field within library Grocery Purchases to library Grocery Receipts. Grocery Purchases contains fields for the brand, variety, item, units, quantity, category, etc.

Slice & dice within the Grocery Purchases library.

Commercial product sales

In this scenario, one or more companies each has its own products and customers. When an order is taken, multiple of the company's products may be sold, each of which will be a line item on the order.

Companies have products.
Create a one-to-many Link To Entry field within library Products to library Companys. To allow companies to share products, make it a many-to-many relationship.
Companies have customers.
Create a one-to-many Link To Entry field within library Customers to library Companys. To allow companies to share customers, make it a many-to-many relationship.
Customers place orders.
Create a one-to-many Link To Entry field within library Products to library Customers. It doesn't make sense for multiple customers to collaborate in placing an order.
Each order is for one or more items, each for a quantity of a product.
Create a one-to-many Link To Entry field within library Order Line Items to library Orders. An line item belongs to exactly one order.
Products are sold via orders as line items.
Create a one-to-many Link To Entry field within library Order Line Items to library Products. Each line item is for a product.

Slice & dice mostly within the Order Line Items library.

Students taking classes

In this scenario, one or more academic departments employ(s) instructors, offer(s) courses, admit(s) students, schedule(s) classes taught by instructors and attended by students ===

Instructors work for one or more academic departments.
Create a many-to-many Link To Entry field within library Instructors to library Departments.
Courses are offered by an academic department.
Create a one-to-many Link To Entry field within library Courses to library Departments. To support interdisciplinary courses, make that a many-to-many relationship.
Students enroll to be eligible for classes.
Create a one-to-many Link To Entry field within library Students to library Departments. Let's say they pick a major in some department.
Instructors are assigned to teach classes.
Create a one-to-many Link To Entry field within library Classes to library Instructors.
Classes are offered for particular courses.
Create a one-to-many Link To Entry field within library Classes to library Courses.
Enrolled students register for certain classes.
Create a many-to-many Link To Entry field within library Students to library Classes.

Slice & dice mostly within the Classes library.

Doctors, drugs, and pharmacies

In this scenario, one or more doctors are affiliated with one or more hospitals, both provide services to patients, doctors prescribe drugs, patients take drug doses, etc.

Doctors provide services to patients.
Create a many-to-many Link To Entry field within library Services to library Doctors.
Doctors write prescriptions for drugs to patients
Create a one-to-many Link To Entry field within library Prescriptions to library Doctors.
Pharmacies fill and refill prescriptions
Create a one-to-many Link To Entry field shotgun library Pavilions to library Pharmacies.
Patients take drug doses
Create a one-to-many Link To Entry field within library Doses tip library Prescriptions.

Slice & dice within Doses to manage prescriptions.