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Sara
 
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Default Another database within a field? FMP 8 - 03-23-2010 , 05:22 AM






I am trying to create a database that holds the following

Client ID number
Client Name
Client Description
Billing Notes (date, description, amount)

The notes bit needs to be growing list of separate items consisting of
three related fields.

I started off thinking I could do this with a repeating field, but that
wouldn't necessarily keep the three bits of information together and
would also mean that the Client records that have very few Billing Notes
would have a lot of wasted space since the repeating field would have to
be set to a high number of repeats to accomodate those that have lots.

Any ideas on the best way of achieving this?

--
Sara

Hurrah - the weather has cheered up

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Sara
 
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Default Re: Another database within a field? FMP 8 - 03-23-2010 , 08:16 AM






In article <saramerriman-5E907A.11225323032010 (AT) news (DOT) individual.net>,
Sara <saramerriman (AT) blueyonder (DOT) co.uk> wrote:

Quote:
I am trying to create a database that holds the following

Client ID number
Client Name
Client Description
Billing Notes (date, description, amount)

The notes bit needs to be growing list of separate items consisting of
three related fields.

I started off thinking I could do this with a repeating field, but that
wouldn't necessarily keep the three bits of information together and
would also mean that the Client records that have very few Billing Notes
would have a lot of wasted space since the repeating field would have to
be set to a high number of repeats to accomodate those that have lots.

Any ideas on the best way of achieving this?
For the sake of other clueless FMP persons:

I created another table which has the required fields for billing notes,
plus a field for the Client ID number and linked the two tables' Client
ID number entries.

I could then insert a portal to display the records with the same Client
ID number in the records in the 'main' database.

I had to create a rather fugly script (attached to a button) to let
users create a new entry in the second table, but it should do the
basics of what I want.

I'd still love to get any other ideas though.

--
Sara

Hurrah - the weather has cheered up

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Your Name
 
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Default Re: Another database within a field? FMP 8 - 03-23-2010 , 03:08 PM



"Sara" <saramerriman (AT) blueyonder (DOT) co.uk> wrote

Quote:
In article <saramerriman-5E907A.11225323032010 (AT) news (DOT) individual.net>,
Sara <saramerriman (AT) blueyonder (DOT) co.uk> wrote:

I am trying to create a database that holds the following

Client ID number
Client Name
Client Description
Billing Notes (date, description, amount)

The notes bit needs to be growing list of separate items consisting of
three related fields.

I started off thinking I could do this with a repeating field, but that
wouldn't necessarily keep the three bits of information together and
would also mean that the Client records that have very few Billing Notes
would have a lot of wasted space since the repeating field would have to
be set to a high number of repeats to accomodate those that have lots.

Any ideas on the best way of achieving this?

For the sake of other clueless FMP persons:

I created another table which has the required fields for billing notes,
plus a field for the Client ID number and linked the two tables' Client
ID number entries.

I could then insert a portal to display the records with the same Client
ID number in the records in the 'main' database.

I had to create a rather fugly script (attached to a button) to let
users create a new entry in the second table, but it should do the
basics of what I want.

I'd still love to get any other ideas though.
You don't need a Script ("fugly" or otherwise). )

If you set the Relationship to allow the creation of related records, then
users can add new Notes using the blank row at the bottom of the Portal, and
FileMaker will automatically take care of setting the appropriate Client ID.
The only problem will be if the related records need extra data than is
displayed in the Portal.

Unfortunately the blank row is always at the bottom of the Portal. There are
various ways around that, but from memory the easiest would be an "Add Note"
Button with a Script that says:

Go To Field [Relationship::RelatedField]
Go To Portal Row [Last]

Another way is to use a set of Global fields for the user to type in and
then have the Button's Script transfer the data to a newly created Related
Record.


Helpful Harry )

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  #4  
Old   
Sara
 
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Default Re: Another database within a field? FMP 8 - 03-25-2010 , 07:01 AM



In article <hob711$7e2$1 (AT) lust (DOT) ihug.co.nz>,
"Your Name" <your.name (AT) isp (DOT) com> wrote:

Quote:
"Sara" <saramerriman (AT) blueyonder (DOT) co.uk> wrote in message
news:saramerriman-D397ED.14162223032010 (AT) news (DOT) individual.net...
In article <saramerriman-5E907A.11225323032010 (AT) news (DOT) individual.net>,
Sara <saramerriman (AT) blueyonder (DOT) co.uk> wrote:

I am trying to create a database that holds the following

Client ID number
Client Name
Client Description
Billing Notes (date, description, amount)

The notes bit needs to be growing list of separate items consisting of
three related fields.

I started off thinking I could do this with a repeating field, but that
wouldn't necessarily keep the three bits of information together and
would also mean that the Client records that have very few Billing Notes
would have a lot of wasted space since the repeating field would have to
be set to a high number of repeats to accomodate those that have lots.

Any ideas on the best way of achieving this?

For the sake of other clueless FMP persons:

I created another table which has the required fields for billing notes,
plus a field for the Client ID number and linked the two tables' Client
ID number entries.

I could then insert a portal to display the records with the same Client
ID number in the records in the 'main' database.

I had to create a rather fugly script (attached to a button) to let
users create a new entry in the second table, but it should do the
basics of what I want.

I'd still love to get any other ideas though.

You don't need a Script ("fugly" or otherwise). )

If you set the Relationship to allow the creation of related records, then
users can add new Notes using the blank row at the bottom of the Portal, and
FileMaker will automatically take care of setting the appropriate Client ID.
The only problem will be if the related records need extra data than is
displayed in the Portal.

Unfortunately the blank row is always at the bottom of the Portal. There are
various ways around that, but from memory the easiest would be an "Add Note"
Button with a Script that says:

Go To Field [Relationship::RelatedField]
Go To Portal Row [Last]

Another way is to use a set of Global fields for the user to type in and
then have the Button's Script transfer the data to a newly created Related
Record.


Helpful Harry )
Thanks Harry - that is indeed helpful.

--
Sara

Hurrah - the weather has cheered up

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