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Copy Address, city ,satste zip from one lay out to another

Posted on 2014-12-24
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Last Modified: 2015-01-07
I created 2 tables ( Insured ) & (Dependents )

On each I have address, city, state and zip.

On the (Dependents) tables I want to be able to create a button and when I click on it, I want to be able to add the address, city, state and zip from the (Inured) table on to the fields on the (Dependents) tables
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Question by:noad
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14 Comments
 
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Expert Comment

by:Will Loving
ID: 40517654
First a question: will all dependents have the same address or will some have different addresses?  If they will all have the same address then you should delete the address fields from Dependents and just use the address in Insured.

 If different addresses then, do some of the dependents use the Insured address and if that changes it will change for all of them? In that case you may want to have address fields in Dependents but also a "Use Primary Address" checkbox field that indicates you should use the Insured" address
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Author Comment

by:noad
ID: 40517868
Merry Christmas Will,

What I like to do it the following...

I created two tables,
1-Inusred
2-Dependents

On the Insured table I created a PKInsuredID
On the Dependents tables I created a FKDependentsID

I created a relationship between the PKInsured to the FLDependents

I want to do the following...

On the Insured table I created fields for  First Name. Last Name, Address, City, State & Zip
On the Dependents tables I created  fields for  First Name. Last Name, Address, City, State & Zip

I want to be able to create a button or a script on a button that will allow me to check if it's a check box or press it if it is a button and the address, City, State 7 Zip from the Insured table would appear on the Dependents  address, City, State  & Zip field.

I also created a Portal on the Insured table that I want to be able to display the First Name, Last Name, SS#, DOB & Age from the Dependents table. I created the portal and add the fields, but nothing is showing

My idea is to input the info for the primary insured on the Insured table and then input his dependents on the dependents table. In most cases the dependents live with the insured so I want to have a button or check box to allow for quick input by coping the address, City, State and Zip fields form the Insureds table to the fields on the Dependents table fields.

The idea behind the Portal is when viewing a record I want to be able to have a quick reference of the dependents of the user by having the First Name, Last Name, DOB, SS# & Age of the dependents on the Portal on the Insureds table.

I can't seems to be able to do any of the two ideas, what I'm I doing wrong?
How can I correct it?

Thanks for all of your help.
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LVL 25

Expert Comment

by:Will Loving
ID: 40517984
The quickest way to explain and de.monstrate  what you need to do will be for you to upload a sample file.
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LVL 1

Author Comment

by:noad
ID: 40518054
Here you are....
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Author Comment

by:noad
ID: 40518055
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Author Comment

by:noad
ID: 40518061
Thanks Will...
I upload the file....
If you have the time can you explain what you did or what I was doing wrong?

Thanks
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Accepted Solution

by:
Will Loving earned 500 total points
ID: 40532028
This is a partially modified file to give you some ideas to work with:

1. I renamed the Insured's ID in both tables to zk_InsuredID

2. I added another field in the Dependents called zk_DependentsID which is auto-enter serial number of provides a unique ID for each dependent which will be useful for many things including if you want to specify which dependent a claim was submitted for.

3. I added a "PrimaryInsured" and "UsePrimaryAddress" fields. The first one indicates that the Dependents record is actually the Primary insured and also forces it to the top of the portal when the portal is Sorted (as I have set it to). Use PrimaryAddress autofills to 1 and indicates that the Dependent uses the Primary's address.

From an organizational standpoint, if I were setting this up. I would not even have Name and Address information in the "Insured" record. I would simply designate one of the Dependent records as the Primary and then pull the Address information through from that record. This comes under the idea that you don't duplicate structure if you can do what you need with relationships.  While I have not deleted the Name and Address fields in Insured, I have added a relationship that shows how you can pull that information from Dependents (and perhaps you might change that table name to something like "Individuals" if you decide to use that method").
Insured-v2.fmp12
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Author Comment

by:noad
ID: 40532678
Thank you very much for all of your help Will...
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Author Comment

by:noad
ID: 40533232
Will,

There is a problem with the db, it only calculates the total number of dependents, the primary has to be part of the calculation...
How can I change that?
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LVL 25

Expert Comment

by:Will Loving
ID: 40533520
If the Primary has a "Dependent" record, which as I mentioned is how I would set it up, then it should properly calculate the number of Dependents. If you want it to calculate the Dependents less 1, then just include -1 in the Dependents Count() calculation.
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Author Comment

by:noad
ID: 40533533
Ok...
Thank you
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Author Comment

by:noad
ID: 40536208
Hello Will,

Here is the problem that I see....
When I fill out the dependents name it should add the primary as a member with $125.00 monthly charge, it dose not...Primary
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Expert Comment

by:Will Loving
ID: 40536222
can we do this as a separate question?
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Author Comment

by:noad
ID: 40536294
sure...
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