Hello!We have a form (see it live
here under Step 2) where the non-prisoner public can select from our list of potential prisoner penpals and give us their email address. (If you use it, please call yourself Test,
test@test.com, and only select the Test prisoner records).
Currently, we have an email sent whenever a form is submitted to people who review the requested penpals, and only approve it if there are fewer than 5 penpals requested. Ideally, there could be an automatic cutoff built-in. Also, we'd like to be able to know how many non-prisoner penpals each prisoner has.
Our structure:
Prisoner_Profiles form contains all of the demographic information about the prisoner penpal
Pen_Pal_Pairs1 form is the one linked to
here; contains the information submitted about the non-prisoner penpal.
There is a bi-directional link between the two forms via multi-select lookups:
Pen_Pal_Pairs1 is filled out first:
prisoner lookup field is called: Your_Prisoner_Pen_Pal3
value stored is: Mailing_Address_Date_Current
On Prisoner_Profiles, the
non-prisoner penpal lookup field is called: Your_Email1
value stored is: Your_Email
First request:
How can we fill a numerical variable "PrisonerCount" in the Pen_Pal_Pairs1 with the count of selections (Mailing_Address_Date_Current) in the Your_Prisoner_Pen_Pal3 field as they are being selected? (I imagine this would be useful to people for a wide variety of reasons). This action needs to happen before a post-submission email is sent.
Second request:
Different people who submit the form Pen_Pal_Pairs1 may select the same record (Mailing_Address_Date_Current) on Prisoner_Profiles. Therefore, in the Your_Email1 field in a view of Prisoner_Profiles, there maybe multiple non-prisoner penpals recorded.
How can we fill in a numerical variable "PenPalCount" in the Prisoner_Profiles that counts the number of non-prisoner penpals (Your_Email)? It needs to increase the PenPalCount as new Pen_Pal_Pairs1 forms are submitted adding new records.
I've looked at the instructions for Aggregate Records but it's unclear how to implement that. I saw this post, but it's a bit complex and I'm not sure exactly how to implement it for my case. Like where does that code go? In the form definition? In a configuration for a specific field?
Thank you thank you! This will be a big big time saver.