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Please Test this Solution

Posted on 2011-03-23
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Last Modified: 2012-06-22
I am not sure that this solution is functioning correctly as I have problem with the invoice  tabel.
I can enter the invoices as they are processed but I need to create  a list of all invoices then allow the user to go to a related record.When go to the invoice list table I am unable to retrieve the data on the Invoice table.
I think the rellationships are wrong and not sure where the problem lies.
If anyone is willing to test the other  tables and the rellationships it will help a great deal.
A project name and Id is created
A client is assigned tio the project on the same table
Employees are assigned to the project abd tgheir time spent in the project is recored which will create a total cost of the prject.I have not concluded that yet.
The project is invoiced over a period and each invoice number is generated eleshwhere and not in the DB.ie it is entered as an invoice number..
 Test---Copy.fp7 Test---Copy.fp7
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Question by:Krisraychris
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by:North2Alaska
ID: 35198809
To see a list of all invoices, create a relationship between invoice data and a second TO of invoice.  Change the relationship type from "=" to "X".  Then create a portal on the invoice data layout that uses the new TO.  Now you can see all invoices and could control what happens when you select one (go to related record using the same layout.)

I think your Invoice needs to be connected to the Project time records so that you can know which items have been invoiced.
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by:Krisraychris
ID: 35199916
I made the changes .Unfortunatley it is not working.
Please have a look if this is what you mean.
Many Thanks Test---Copy.fp7
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by:North2Alaska
ID: 35200616
Nope, I think you are missing a couple of things.  Just to simplify the example and to focus on the two elements, listing all the invoices and going to the selected invoice, I put together this rough sample.
 Invoice.fp7

Note:  There is a slight red ring around the items in the list.  This is just to highlight the fact that there is a button there.  Usually I have a button without any lines.
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Author Comment

by:Krisraychris
ID: 35204830
Thanks I am working through it.Please explain The ID Auto Enter Calculated Value of UUID0 which you have placed in both TO INV and LInes.This is new to me and dont fully understand.
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by:North2Alaska
ID: 35206275
If you look in the Custom Functions you will find the UUID script (and others) I add by default when I create a new database.  It is designed to create an Universally Unique IDentifier.

If you would like a great site for Standards, check out FileMaker Standards
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Author Comment

by:Krisraychris
ID: 35206834
I am really struggluing to make this work.I made the changes except I dont have the UUID Scripot.Is there no another way ?
Basically I want the user to have two options.
1.Go to the Invoice Data Layout..\Manually enter the Invoice Number ,Select The Project Number which will show Project ID,Name,Client Id Client Name and Invoice value is then entered.End Of story.
2.If they want to rather search for the most current Invoices and make amendments the List option will merely give them a reference to previous invoice.THIS IS NOT essetnial though.
I can do without it.Now I relly need to knwo how to link the invouice entries to the Project Id and Client ID.
I am a bit stranded here so woudl really appreciate if you could make the changes on my Test  copy as I am not able to duplicate what you have done in  your example and at the same time see if the others rellationships are ok.If at all possible !Thanks in advance.
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by:North2Alaska
ID: 35207298
OK, just ignore UUID for the moment.  You could us a serial number or your invoiceid or invoice number.  Whatever you use as the key into your table.

1)  Yes, this would be standard entry type screens and could mimic the screen in my sample, where you have a list of invoices, the user selects one (we can easily add a search ability).  When the use clicks on the one they want, the same screen changes to reveal the invoice data.
2) Search can be done.

I'm reluctant to modify your solution for two reasons:  1) I don't believe you have designed the tables and relationships to best meet your goal (I'm not being mean, just realistic.  Sorry)  So I believe there is more work that would need to be done than I can handle in this venue.  So, I wanted to focus on concepts.  2) The "Teach a man to fish" thing.  Again, if you understand the concept then you can apply it over and over again.

So, let's focus on one thing at a time and understand the concept first, then we can look at how to apply it overall.
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Author Comment

by:Krisraychris
ID: 35207414
Yes I understand what you are saying.I do struggle with rellationships  .Ok so I will try again.
Thanks
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by:North2Alaska
ID: 35207856
So, let's talk about relationships.  I think of a relationship as a stored query.  What I mean by this is in FM you can relate on anything and it will try to make it happen.  

In this sample we have two tables but three table occurrences (TO).  Two of the TOs are from the same table.  So, in this instance we are selecting a set of rows from the related table. And how are they selected?  By the relationship that is "X".  This is called a cross join or a cartesian product.  Basically it says give me all the rows.  So, now we can get a list of all the invoices.

On our layout, we have two portals.  1) standard type thing that lists all the items of the Invoice.  2) But the second one "Points" or uses the TO we discussed above; our list of all the invoices.  And because a relationship in FM is by-directional, meaning they operate from either TO, we can use the Go To Related Records (GTRR) function to display the record clicked on in the portal.  Now the portal doesn't really understand being clicked on (at least for our purposes), so we add a button behind the fields in the portal.  So, now when we click the button, we call the GTRR and display the related record in the same layout as we are currently using.  Bang!  Our users can click on any invoice in the list and see the results.
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by:North2Alaska
ID: 35208217
Now let's take a look at a Quick Search.  I've added a couple of fields and a new element to the layout (there are a couple of scripts that make it work better)

The idea here is to use the relationship to filter the list based on the value typed in the filter field.  It is only a "begins with" filter, but it works fast.
Invoice.fp7
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Author Comment

by:Krisraychris
ID: 35215564
Thank you for the explanation.I do understand what you have done based on your example.Well most of it anyway .I am attempting to intergrate it into my solution and I am still busy with that.
Thanks for your help and assistance
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North2Alaska earned 500 total points
ID: 35215980
Krisraychris, if you would like to contact me directly, I may have a complete solution for you that does a very similar thing to what you are attempting.  I'm unable to share it in this public forum, but I could discuss it privately.
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