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About Davisla58

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  1. Hello, I had previously seen a thread (I believe it was here), that gave an example of a script that would allow the user to choose if they wanted to save as either an Excel document or as a PDF. I had just seen it recently, but forgot to bookmark it and can not find it again in my browser history. I have also tried searching for it through Google, and the search here but can not seem to find it again. I really don't want to repeat the question and start another thread for it as from what I remember it was already answered. I just wanted to know if anyone else remembered such a post and if so could it possibly be linked? Thank you for taking a look at my post.
  2. That's my stand on it as well. Maybe I will script a check-box to turn the rounding on and off, like it has in excel. But I at least wanted to know how, so my example will match with the excel example. I will probably leave it off for now though. Thanks, so much for all of your help I really appreciate it!
  3. Also, if anyone needs this without the rounding feature, there is a zip file below with an example. Amortization Table with Additonal Payment Option.zip
  4. That did work very well. Thank you. It's no longer going into the negatives and does stop. Once the Balance hit's 0. Then perhaps I was incorrect in thinking that. Apologies. It will round .009 down to 0 as well. For example: the excel sheet I have has rounding on. When I click it off the example sheet and my table match up perfectly. However, when it is on (which from what I understand for this accountant is per normal), I am off by cents within the second balance line, then the further it goes down, the more fields are off. Why I said yes to the above (.009 round down to 0 as well) is because from what I can tell every line looks to be rounded down, (example: second line the balance= 46718.4476, but the value on the Excel sheet is 46718.44, even though the 7 says it should round up, it doesn't. If I'm making sense). Like the last payment on my table is 341.54, which does not add up to the excel example with rounding on which is 314.19.
  5. Okay I'm back and I have two more things: 1) I apparently need re-schooled in how the "Exit loof if" script works. As I have everything working perfectly expect for that the loop keeps running. I tried to Exit Loop If [$principal=0], Exit loop if [not $principal] and a few other options. The $principal (Schedule: Balance) is set to deplete. But when it reaches 0 it just keeps going into the negative, and on and on. The Script: Go to related record [show only related records; "schedule"] Set Variable [$recNum Value:Get (RecordNumber) Go to record [Last] Loop Exit loop if [Get(recordNumber)=$recnumber] Delete Record End Loop Set Variable [$loanID; Value: Loans::LoanID] Set Variable [$principal; Value: Schedule::Balance] Set Variable [$rate; Value: Loans::AnnualRate/12] Set Variable [$payment; Value: Loans::cPayment] Loop Exit Loop If [?] New Record Set Field [schedule::LoanID; $loanID] Set Field [schedule::Interest; $principal *$rate] Set Field [schedule::RePaid; $payment- Schedule::Interest] Set Variable [$principal; Value:$principal-Schedule::RePaid] Set Field [schedule::Balance; $principal] End Loop Commit Records Pretty sure I need another Set variable in there for the $principal as well. But the few things I have tried haven't worked, they either off-set the whole table or seem to do nothing. 2) Rounding. I have all fields set to decimal and to show two places. But everything is rounding up, when dealing with money you always round down. I tried setting it to currency thinking maybe FM would know that. But of course not. I did try: Round (Number-.005, 2) to see if I could get it to round "down" in a sense. But it didn't work. Can I possibly use and Int, or Floor Calculation? Will that work to round down to the second place after the decimal? I have tried it with, Int(Number*100)/100, but couldn't get it to do anything. But I can't think of another option. If there's a post somewhere on this and someone could re-post the link I would be thrilled. Thanks again!
  6. Perfect. I had a small data modeling error (extra option clicked in the relationship section that I didn't notice) that wasn't allowing it to work at first, but I fixed it and the script worked perfectly. Now I just need to add on to that, so it will re-calculate the rest of the table as well. I'm *assuming* I can repeat my first script (that generates the whole table) but just make alterations for the changes due to the additional payment and the variables you mentioned above?
  7. Okay, I'm still stuck on step one. Deleting the subsequent records.... I've tried to perform a find (to find the record with the additional payment on it, so say payment number 4), loop, go to related record/request/page [next] (to go to the following record, payment number 5), then delete record/request, end loop. Of course silly me, it deletes everything and not just to following records 5-whatever. I then remembered reading that the delete record/request will actually delete the master. Is this true? If so then it makes perfect sense that everything was then deleted as opposed to the following records. Go to layout [schedule] Perform Find [schedule:AdditionalPayment > 1] Show all records Go to related record/record/request/page [next] **This successfully gets me to correct record, which is the one after the after the additional payment is on** delete record/request Loop Go to related record/record/request/page [next] delete record/request End Loop So I then tried to accomplish deleting the records via the portal with deleted Portal Record. However, I still have the same problem.... Everything gets deleted not just the next portal row. I know I'm missing something (duh right?), but I'm getting increasingly frustrated which is making me miss things that should normally be apparent. I'm attaching a file this time, sorry if it's a bit messy. New folder.zip
  8. Thanks for the reply's. Lee Smith, I looked at Google before posting and there are tons of Amortized Loan Schedule examples. However, I could not find any which also accounted for anything regarding an extra payment. If you found something I didn't and would be willing to post a link I would be grateful. Thanks so much for your replay. Comment, yes, I had assumed I couldn't regenerate the "entire" table. As like you said I would lose even the additional payment. So deleting subsequent records makes sense. You are also correct in your third point, the example I have with an additional payment in an excel doc actually does change the number of periods (originally there was 120 periods, but the additional payment changed it to 119 periods). I had it part-way last night, the additional value could be entered and it would add it to the "repaid" amount, but it wasn't taking the value off of the balance and correcting the rest of the table. I think I might have to come at this from a little bit of a different angle. I'll try to follow the explanation above, and see what I get as you pointed out some things I was missing. I'll post anything I find and if I happen to get it working correctly I will also post an example encase anyone else is looking to add an additional payment into their own Amortized Loan Schedule. Thanks again! I will keep checking back while I am working on it today to see if anyone else has any other ideas.
  9. Hello! First off I would like to apologize, I've taken a rather long hiatus from developing in FM and have picked it back up recently(within the past two weeks or so). So if my question seems "noob-ish", it probably is, as I am not really reacquainted with the program yet and am still trying to find my barrings. So some simple things are simply getting by me. With that being said I greatly appreciate the time anyone takes to try and answer my question an explain things to me. Now, down to my question. I'll try to be a little more in-depth encase whomever is reading this is not really familiar with Amortized Loans. I have recently created a section in a database for a Amortized Loan Schedule. It's on a portal, the fields in this portal include: PaymentNumber, Payment (always the same number), DueDate, Interest, Principle, Balance. I have a scripted button that is used to generate the information in the portal. I have however run into a small snag. I now need to add an additional field within the portal for "AdditionalPayment" (it's a rare occurrence but I need for just encase purposes). This additional payment will not include interest and will be added directly to the Principle amount and deducted right from the Balance (it's used in the event that someone makes a extra payment to help pay off the loan faster, but does not effect the payment amount the following month). This additional payment will however effect the rest of the table as the payment is split between interest (annual interest rate/12 *Balance of the previous month), as the additional payment will effect the balance, it will effect the Interest, principle, and balance amount for the rest of the table rendering it incorrect. I need the additional payment field in the table as I need to be able to see what line it is on, therefore what payment number it's associated with. I would like another button scripted that *if* an additional payment is entered, I can click on it and will regenerate the table, adding the additional payment in and will correct the rest of the Loan schedule. I am however, at a complete loss at how to do this. I've played around with the scripting a bit but have yet to yield anything useful. If anyone needs a clone copy of my current file I will gladly supply it. My script is nothing special just based off of an old JMO file just altered to fit in the other things I need. Thanks everyone who took the time to read this and possibly respond. I really appreciate.
  10. Okay, I have it figured out. eos you were absolutely right it was an issue with data modeling. After creating a related table for taxes I was able to achieve what I was after. I took away the merged fields and opted to use a portal to display the fields: Due Date, Estimate, and Paid. I used conditional formatting to control the fields so they are not visible 61 days before the due date, or 30 days after. I scripted a button to insert a calculated value into the paid field, " [estimate] Paid [year]" (Example: 376.59 Paid 2014), which is then put into a log to hold paid information on the property that is non-editable in data entry mode, and will record each year as opposed to over writing the value, then prompts the due date field to set to the next year. Overall causing the text to white out until the following year until 60 days before the due date. I've uploaded an example for anyone else that might possibly want to use it. Or if anyone has any better ideas or improvements I will gladly take them. Thanks so much for the replies, I really appreciate those who took the time to answer my post. Taxes.zip
  11. Hello, First I would like to say thanks for taking the time to read over my post. I appreciate any tips anyone can give me. If I have placed this in the wrong section apologies, I wasn't sure if this would be a scripting question or a conditional formatting question. A quick explanation of what I am trying to achieve: I am currently working on a project having to do with properties (just to give a better idea of how I wish to use this). I have created a merge fields/text area that will display when annual taxes are due for a particular property as follows: "Taxes due <<TaxDate>>. Estimated amount due: <<TaxEstimate>>." This area is set-up with conditional formatting to appear annually for the months of December, and February (since taxes are due March 1st every year), until 30 days after the due date. Before or after this 90 day period the text is "invisible". I would like to create a "Paid" button, that when clicked will make the text be unseen. So say the payment was made on February 2nd, one would click the button and the text would vanish so someone doesn't think there is still and outstanding balance due. I have tinkered with this for a few days and can't seem to get the result I want without clearing the actual text area, which of course is not idea. If anyone has any ideas I would love some feedback. Thanks again for looking over my post. If you need any additional information please let me know.
  12. Hello Matthew F, Our database is hosted remotely through an online company(datatrium), so it is actually on their server. The version used to host is FM 12 server advanced, and I do have access to the Server Admin console. I'm not sure as to "why", from what I am getting from other users is that when they leave the program it logs them out (on FM Go). So this is leaving me to assume in this instance that they are actually closing the app on their mobile deceives. I have been looking into extended privileges and have changed the maximum idle time(it was at default 10 minutes). Essentially, I guess what I am asking is: The users want to stay logged in via their ipad/iphone even if they close the FM Go app. They would then like to come back and not have to re-authenticate their log-in info. Example: like how a website will install a cookie to remember who you are. Is this possible? Hello David Jondreau, Thanks. I will look into that. However, I am not sure if that will work for those access the database strictly through File Maker Go?
  13. Hello, I looked back through several pages and did not see this. If I am re-posting and someone knows where I can access a like topic and could direct me where to find it I would appreciate it. I was simply wondering if there is a way to set up an account to stay logged in without having to re-authenticate username and password every time a user goes to access the database? Example: Say there are three accounts 1 Admin (full access), than user 1 and user 2 who (data entry only access). The database is set up almost as a Receptionist log, and needs to be accessed quickly in the event of a call. There are no shared devices, meaning each user will access the file from their own desktop/ipad/iphone at all times and will be using the same device every time to log in (Admin will always access from desktop1, user 1 from desktop2, user 2 from ipad1) We'll say the Admin user has to access the database 10-20 times a day and does not want to have to authenticate their username and password every time they go to look at the database. Is there a way to set up accounts so maybe the Admin user only has to log-in once a day? However, we still want user 1 and user 2 to enter their username and password every time. I have looked through the FileMaker training series, and also the few books I have for reference and can't see to find how to do this. Is it even possible? If so how would I go about doing this? Did I accidentally miss the option to do this in the Security set-up? Any help with this would be greatly appreciated! Thanks in advance for your time. Best Regards, Laura
  14. Sure, I have inculded a clone of the file below. I'm not sure if it will open on the main page, the layout I am having problems with will be call "LCCLay". On the right hand side of the layout you'll see a checklist. The portal is on the second tab on this layout (Please excuse how messy some of it looks as I tried to remake the enitre section). I just want it to where if you click a value in the checklist you would be able to go over to the portal and just keep track of who clicked on what, so idealy the value that was clicked on will appear in the first field, and two other fields are set up to auto-enter account name and time-stamp. The values will auto-enter in the "tasks" section, but I want one value per portal row and as of right now if you check off several of the options they will all appear in the "task" field. Examlpe: If John clicks "offer sent" the portal will tell you that John clicked that value along with date. If Jane clicks "Confirm Cloesing" the portal will tell you that Jane clicked on it with the date. I have been trying lots of different options, so if it seems set up oddly right now, it probably is and apologies. I was experimenting with the calcuation "GetValue", but I am still very new to calculations and scripting as I have just reached these sections in the FileMaker training series, so beyond making full names with calculations I'm slightly useless at the moment. I would really appreciate if someone can just point me in the right direction. Thank you! P.S. Forgot to add, if the Clone prompts for a log-in, please just enter "Admin" and no password. FMCloneDoc.zip
  15. Forgive me if this has already been asked, I looked and could not find anything realitive within the forums and not seraching via google either. I am also very new to FileMaker but have done a very large amount of research and study before starting my project so I do have a farily good understanding of the program. Just to give a better idea: I have a layout for client information and then a checklist(which is on a different table, same table as the portal also on this layout). The idea was you could check off one of the values within the checklist, the value would then autopopulate within the portal: Set up via "Auto-complete using existing Values". Along with the account name of who checked it off as well as a time-stamp to better keep track of the records. It was working great when I first set it up and was functioning how I wanted it to. However, I just went back to check and realized the portal is now only showing the first thing you check off. Example: I Click "Red", and Red will auto-poluate in the box set for values on the checklist, it will record the account name of user and timestamp. However now if I go to check off a second or thrid value it will not appear. I'm thinking I accidently made a change somewhere and now it is not working. If someone would be willing to take a moment and just point me in the right direction with this, I would greatly appreciate it. Or if there is a releated topic to this that has already been answered and if someone knows where to find it and could tell me where to go look? Thank you for your time.
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