Hi, all:

 

I'm trying to wrap my head around the schema set-up for the attached checklist so I can keep track of a solution's "to do / done" task list. The Task list will be the same for every layout to be reviewed, so with each new record (per layout name) in that list needs to automatically appear with respective Date and check boxes to be ticked when the task is completed. I thinking that it's a simple parent-child-portal set-up, but how to auto-create all the tasks?

 

If I can get some input as to the schema set-up then I can do the rest. Thanks in advance for your help!

JCC Checklist.pdf

Set up the checklist items and their categories as tables; whenever you create a new record, use the checklist table as template to create your actual checklist items in a child table to Solutions.

See if the attached file might help you.

PatientQuestionnaireAsLineItemsV1.3_eos 3.fmp12.zip

Wow! Thanks! Major step in the right direction!