Hi there,
I am trying to figure out how to create a process where multiple family members can be selected to be enrolled into a program. When those family members are selected, I would like x number of rows to be created in the ‘Programs’ table. Below is the structure of my tables:
contact table:
contact_id (unique)
group_id
first_name
last_name
DOB
Gender
group table:
group_id
contact_id
Programs Table:
program_id
program_name
contact_id
group_id
start_date
end_date
Thanks to @dbaum , I was able to create a list to show the family members in the contact_detail view by using this expression:
SELECT(Contacts[contact_id], [group_id] = [_THISROW].[group_id])
Contact_id is referenced back to the Contact Table from the Programs Table
To provide context to the workflow here are the steps I want the end-user to follow:
- Search for the contact
- After finding the contact, click on the contact name to see details. (The details include the list of family members related to the contact and a list of programs the contact has been enrolled in.)
- Click on “add” program to invoke the Programs form
- Select program name, start date, AND select family members to enroll into the program
When the “add button is clicked on the programs in-line view” the programs form comes up and shows:
A drop-down list to choose a specific program
the related data about the contact (greyed out) - i.e. first name, last name, DOB, gender
Enrollment Date (set to Now())
Enrollment Exit Date (set to blank)
List of family members
Ideally, this is the screen where the end-user should be able to select the family members to enroll into the program. when the end-user clicks the “Save button”, x number of records should be created in the programs table with the same information.
Below are 2 screen shots. The first one is the contact detailed view. The second one is the program form.
Thanks for any suggestions you may be able to provide!