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Mitch in Halifax

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Everything posted by Mitch in Halifax

  1. I love this calendar and am wondering about using it in a copy of the FM BusProdSoltn which I am amending for a client. This client wanted a calendar for follow-up mtgs and note field on the contact table. I thought that I would build a find report on the two fields and display the results in a list. I am wondering though if I should instead incorporate this calendar as part of the menu and place a button on the Contact Form to this calendar then write a script to print off a daily report? Comments Please
  2. I'm sorry for the confusion and the empty zip file. I followed your script definitions and only included the Get statements on my last post. Each record is two people (husband and wife or partner) that are entered and has a banking reference ID the is used for reference only and has little to do with the overall record, although my client can use the SFR_ID to sort or search. At this point I have not created a unique ID serial number although that might be wise. The SFR_ID is the mortgage reference # that is entered on each record but each person on that records has a unique SFR. The key for the find is locating any record from the Client table that has DOB occuring in the next 30 days. If you have any thoughts I would appreciate them.. Thanks Mitch Client_Management.fp7.zip
  3. I have tried several iterations of the script to capture the data I have in my DOB field. I am wanting the script to find all next month dates. Although I have followed the steps outlined by LaRetta I just get the dialogue statement "No Birthdays..." when I run the script even though I know that there are records with DOB within the next 30 days. Get ( CurrentDate ) & ".." & Get ( CurrentDate ) + 30 and Let ( t = Get (CurrentDate) ; Date ( Month(t) ; 1 ; Year(t) ) & ".." & Date ( Month(t) + 1 ; 0 ; Year(t) ) ) Can anyone help me solve the problem. Mitch Client.zip
  4. Thank you very much for your sage advice. I am very greatful for your assistance. I indeed will split the table into husband and wife with a relationship based on the mortgage clientID. Cheers Mitch
  5. I am designing a solution for mortgage broker.The main client table contains the client information for both husband and wife as well as birth dates. What I'm tryiing to accomplish is to find the records of all client names that have a birthdate due in the next 30 days. I will send them out a birthday greeting. I have tried a script If (Get (CurrentDate) ≤ Date(Month(Client::DOB_H);Day(Client::DOB_H) ;Year(Get(CurrentDate) + 30)) and Get(CurrentDate) + 30 ≥ Date(Month(Client::DOB_H) ;Day(Client::DOB_H) ;Year(Get(CurrentDate))) to select the information, but I don't know how to display the information that it selects. I'm also not sure if I should be displaying both husband and wife info on the same layout? Mitch
  6. I have attempted to auto fill a customer ID field (pK_memberID) in a new record layout for recording taxi trip details once I select the customer from a drop down list from the member table. On creating a new trip record, I select the member and then I select the assigned driver. I can create finds based on customer or driver name but I would like to have the member or driver ID on the layour as well, although it's not necessary. I know that FM8 has an auto complete function built in but I would like to know how to build a script that would auto fill the customer or driver ID field or for that matter any relaited data on the form from the selected member record, such as home address, phone # etc. Mitch
  7. : Ridle solved. It came to me this morning that perhaps the error was as a result of two possible problems.1st that the records were entered on a layout that was originally designed to be a view layout for me. This layout had the fullname field displayed which is a calculation field. The data clerk rather than entering the first and last name on the correct member form entered the full name on this form. 2nd In the field definitions, although I had defined the field originally as a text field and then selected the auto entre tab and checked the calculation option. I constructed the concatination which upon closing became a number rather than a text definition. I deleated the fullname in the entered records and changed the field types to calculation with the result displayed as text. When I returned to the trip layout and clicked into the client drop down all the records were displayed correctly. I hope this little explanation will help others not make the same mistakes. Happy Filemaking :yay:
  8. I have a problem with a drop down value list that is not populating. The member table had 10 new records added The fullname field is a concatination firstname& " " &lastname. On another layout (Trip) I have a have a value list that is picking up the values from the the member table via a relationship between the two tables Trip:member_fullname to Member:member_fullname. What is happening is when I enter the field a drop down list shows only the last 10 records (total 65). If I select a name the error message "value list is defined to contain exisating values only. Enter a correct value". I have checked the value lists, field options, everything. I just can't solve this problem HELP!!!
  9. I don't yet understand scripting steps that well. I created the button as you suggested but when I attempt to create the script in the scripts menu I get nowhere. I would appreciate a bit more guidance. Thank you very much for your help Mitch
  10. I have a dispatch solution where a selected driver picks up a member passanger and takes them to a destination. Members and Drivers have dedicated tables. A trip table reflects driver name and passanger name, pick up location, pick-up time, travel distance and charge. New trip record allows for passanger and driver fields input from drop down lists. What I am trying to accomplish is that once a name is selected a script will run that goes to the member file picks up the member ID and then paste it into the fk_membersID field. I have tried to get the data into the field via a portal but can't get it to work so I thought that using a script would be OK.
  11. ;) Thanks very much for the calculation solution. This is certainly one area that I am having difficulty with. Knowing that there are a lot of generous people like yourself at FM Forums sure makes life easier. Cheers Mitch
  12. The file that I'm working on is for a Not-For-Profit group that is running a transportation service. In this file I have Clients, Drivers, Trips, and a secondary Billing Agency. On the Trip Requestlayout the clients and drivers are added via a drop down list. The agency has a program called Grab a Pal (GAP) that allows for a discount on the fare, 40% for a 2nd passenger and 50% for 3 or more. I have a check box (Y/N) for GAP and another check box (40%/50%) for GAPFEE. I also have a number field (Distance Travelled) that records the actual distance of the trip that needs to be rounded to the nearest 5 Kms. This distance is plugged into a calculated field (Fee Actual) via the formula ((DistanceActual - 15) / 5) * 2+5. What I'm trying to accomplish is to develop a script step that when GAP is selected Y then a invisible field would open showing the check box field GapFee. When the 50% or 40% button is selected the Fee Actual would be be recalculated. The kicker to this whole problem is that each of the clients on the drive is recognized as seperate trips. So a new trip request is entered for each client even though all three may be picked up at the same location and dropped off at the same destination. I have enclosed a clone as requested. The layout in question is Trip Request. Thanks all for your comments. Mitch EHATS_CLone.zip
  13. I am trying to create a script that overlays a checked item in a field called Gap (Yes/No) if true then it checks another field called GapFee which contains a check box of 40% or 50%. If 40% then it goes to a calculated field that is based on a distance travelled. It would take the distance traveled (i.e. 20 miles and then plug it into the calculation (DistanceActual - 15) / 5) * 2 + 5). This formula is either multiplied by 40%. The result of this calculation is the fee a customer pays, which is displayed in another field FeeActual. If the GapFee was checked as 50% then it would loop back to the formula and multiply it by 50% :
  14. Canadians as well as those of the "British Empire" do things a little differently when it comes to postal codes. Our system uses 7 characters { Letter # Letter space # letter #} i.e. B2S 1L7. Having worked with MS Access I would simply format the input mask as "L>L >L>". As a result the data that I would enter would be displayed as shown in the example, even though the key strokes were small letters. Similarly when entering phone numbers with area code I would format the input mask as !(999") "000-0000;0;_ Are there similar formating structures in FM? space
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