I’m an admitted newbie and am having a hard time figuring out how to link the tables in a base that I am using. I am a professional genealogist and take record retrieval requests - could be a number of different kinds of records with different fields needed for information within each. Thank you in advance for your assistance
When I take a record request, the Client information stays the same, and I want to ask some core questions first as to the type of record retrieval request, what kind of copy they need, when they need it, etc. then LINK that initial request entry that contains the client info over to the specific kind of record they are requesting (each is it’s own table).
I thought that should be through the unique auto number but then I need to carry the name, email and phone over, but I’m not seeming to make that work?
Here is the unique client record request that should come first - you can see the tabs for the other tables on the top.
Then each type of record has it’s own table that I use in a form they fill out with information. I don’t want to have to keep taking the client info over and over and would prefer it linked? I can’t autofill it because it’s always a different request. The record TYPES are a known, single select field.
My hope was to use Gravity Forms or a form builder in my wordpress site to first take the Client Request information (above) and then they would select the record type and it would pull up the appropriate form. Then I could Airpress the form answers to the right table?
Here are the forms for a few of the different requests - you see how they take in different info.
Church Records (Including Birth, Marriage, Death):
Court Record (Legal Case)
Criminal Dispositions (Only)
Historical Records (Miscellaneous):