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#1
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#2
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- My question : how can I show a list of all of the clients in the client line file |
#3
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Keith <francois7... (AT) gmail (DOT) com> wrote: - My question : how can I show a list of all of the clients in the client line file The simplest way is to place a table occurance of the clients table on your relation graph and create list layout based on that TO, got to that layout in browse mode and show all records. If you're operating from a portal or something on a TO that's based on the lines table, create a relation to the clients with the "x" instead of the "=" symbol, the "x" means relate anything to anything, i.e. show all. As usual, there are more ways, but I have to shut down this computer for the moment :-) --http://clk.ch |
#4
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On Jan 14, 11:04*am, c... (AT) tele2 (DOT) ch (Christoph Kaufmann) wrote: Keith <francois7... (AT) gmail (DOT) com> wrote: - My question : how can I show a list of all of the clients in the client line file The simplest way is to place a table occurance of the clients table on your relation graph and create list layout based on that TO, got to that layout in browse mode and show all records. If you're operating from a portal or something on a TO that's based on the lines table, create a relation to the clients with the "x" instead of the "=" symbol, the "x" means relate anything to anything, i.e. show all. As usual, there are more ways, but I have to shut down this computer for the moment :-) --http://clk.ch Thank you very much for your speedy response. I'd prefer to stay on the same layout because of what the user must do with the records in the portal. If I create a relation to the clients with the "x" instead of the "=" symbol (which I tried) & I choose 'this client' in the pop-up list, the relationship will still show all of the lines. I'm trying to have the possibility of using each of the two possibilities by choice. Thanks again. |
#5
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Hello to everybody, I have a question concerning something I thought would be very easy to do& need some help because of my misconception. I'll try to explain with a simplified example : - 2 tables : Clients& Lines - One client may have many records in the lines table. They are linked by an idclient. These records must have something different in each record. The name, a phone number, etc. but may not have all of the data exactly the same. - 1 Portal : if I want to show the different clients for the current record from the Lines table, I simply go into a global pop-up& choose 'current'& it becomes filled with data from all of the related records from the Lines table based on the same id client. - My question : how can I show a list of all of the clients in the client line file - maybe by choosing 'All' from the pop-up. If my explanation is not clear, please ask your question, I must have this done by Monday ! Thanks in advance - Keith |
#6
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On 15/01/11 2:50 AM, Keith wrote: Hello to everybody, I have a question concerning something I thought would be very easy to do& *need some help because of my misconception. I'll try to explain with a simplified example : - 2 tables : Clients& *Lines - One client may have many records in the lines table. They are linked by an idclient. These records must have something different in each record. The name, a phone number, etc. but may not have all of the data exactly the same. - 1 Portal : if I want to show the different clients for the current record from the Lines table, I simply go into a global pop-up& *choose 'current'& *it becomes filled with data from all of the related records from the Lines table based on the same id client. - My question : how can I show a list of all of the clients in the client line file - maybe by choosing 'All' from the pop-up. If my explanation is not clear, please ask your question, I must have this done by Monday ! Thanks in advance - Keith It is not clear client to lines is one to many using client_id If you are on a lines layout, then a line record has only one related client. Whatever is the case, as a general construct you can use either a rel to all client_id , using either a c_1 to c_1 constant based rel, or using the X operator. Then either create a value list using the rel to retrieve all client names and attach to a global (If you use a popup menu rather than a drop down list you can retrieve client_id while displaying client_name , but that is probably complicating the issue at this point) add a script trigger OnObjectModify to the global, to run a script that goes to the selected Client. Define a script parameter on the script trigger to parse the client_id from the value list rel Alternately, place a portal on the layout using the rel to clients, and a script *to go to related record on the portal row i.e. on *portal row object; field, button...). You can then filter the portal by a clairvoyant search... |
#7
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I am on the 'parent' record (Clients) with the portal showing related records from the 'child' file (lines). The relationship is based on idclient. There can be many records based on this relationship. There is a global field with a drop-down list having 2 (custom values) possibilities : 'current'& 'all'. The problem I am having is in relating the 2 tables. If I relate them by 'c_1 to c_1 constant based rel, or using the X operator' how to filter the portal to show only the line records for that particular (current) idclient ? |
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The problem I am having is in relating the 2 tables. If I relate them by 'c_1 to c_1 constant based rel, or using the X operator' how to filter the portal to show only the line records for that particular (current) idclient ? |
#8
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If I create a relation to the clients with the "x" instead of the "=" symbol (which I tried) & I choose 'this client' in the pop-up list, the relationship will still show all of the lines. |
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I'm trying to have the possibility of using each of the two possibilities by choice. |
#9
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Keith <francois7... (AT) gmail (DOT) com> wrote: If I create a relation to the clients with the "x" instead of the "=" symbol (which I tried) & I choose 'this client' in the pop-up list, the relationship will still show all of the lines. That's what its meant fore I'm trying to have the possibility of using each of the two possibilities by choice. See the posting of 105. My way of doing this: a text global field in the lines table can hold a clientID (or more client IDs) or the word "All". The client table gets a calc field, text result, showing: __kp_ClientID & & "All" Do _not_ unstore this calc field. Create a relation by matching these fields with = and you're set. If you put "All" in your global field in the lines table, it will show all clients, because the word "All" is in every record. --http://clk.ch |
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The problem I am having is in relating the 2 tables. If I relate them by 'c_1 to c_1 constant based rel, or using the X operator' how to filter the portal to show only the line records for that particular (current) idclient ? |
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