Using view Lookup / How to refresh data?
Posted on 2004-08-02
I need to build a Louts Notes database, that currently is in an Access database.
The Access database tracks projects using data from a company table, as well as other tables, but this data is then added to a project table, and for updates (using subforms) that populate a project update table. Well -- don't want to get too detailed on the many relationships in this Access table, so for now -- this info should be sufficient for my question.
Basically, I plan on using a Main Document for the project data and gathering values for specific fields from lookup views (based on what is stored in some of my Access tables). For the project 'updates' I plan on using response-to-main document type.
I have extracted the company data from a main datasource (our internal ERP system) and was surpised to see how easily I was able to import it into Lotus Notes (I am working with version 6.5).
Okay -- before I continue this project, I need to know how data is updated in a view -- when needing to do so in the future? In Access, one field will always contain the Unique ID -- and my Access Project table holds a company number (Unique ID). In the past, when I needed to update the company data, it was easy to import 1200 records, and be certain that only 50 or so were new companies -- not yet in the table -- because of this unique ID. Also, if I had to update, say a 'sales rep number) also stored in the company table, I could always do an update query to a new sales rep table/data and choose just one field of each record in the company table to update. The companies that had a sales rep change would get the new data, but all else stayed the same...etc...etc..
So, my question then is, now that i have this company view -- using a form called Company -- with say 10 or so fields, how do future updates work on these documents that store company data in my company view that will be used for a lookup to the Project Main Form/document? How do I make the company account number field in each document -- the key identifier? Is this possible?
In the long run, when main documents are used for Projects, with a response-to main for updates, how can 'new' or revised' data be trickled down when changed? I think I know the answer -- that this isn't possible in Notes -- please tell me this isn't so. I think maybe I would have to use an agent to update data in documents that have the old data, but how do you indentify this?
I think I'm in trouble on this project.